WAS
ROYT

WESPAC Advisors SoCal’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

WESPAC Advisors SoCal’s Portfolio ROYT Stock Details ROYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$2K – 277
2018
Q1 		$2K Buy
+1,000
New +$2.26K ﹤0.01% 250

Other funds holding ROYT

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESPAC Advisors SoCal's ROYT Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2018, closing a stake of 1,000 shares — an estimated $2K sold.

WESPAC Advisors SoCal first reported a position in ROYT in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 22 funds tracked by Wall St. Rank hold ROYT as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,000 PACIFIC COAST OIL TRUST shares in Q2 2018, an estimated $2K.
  • WESPAC Advisors SoCal first reported a position in PACIFIC COAST OIL TRUST in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's PACIFIC COAST OIL TRUST position peaked at $2K in Q1 2018.
  • 22 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.