WA
ROYT

WFG Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

WFG Advisors’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
2016
Q2 		– Sell
-253
Closed – – 1733
2016
Q1 		$0 Buy
253
+1
+0.4% +$1 ﹤0.01% 1733
2015
Q4 		$0 Buy
252
+3
+1% +$6 ﹤0.01% 1705
2015
Q3 		$1K Buy
249
+8
+3% +$23 ﹤0.01% 1553
2015
Q2 		$1K Buy
241
+3
+1% +$12 ﹤0.01% 1617
2015
Q1 		$1K Buy
+238
New +$1.23K ﹤0.01% 1694

Other funds holding ROYT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WFG Advisors's ROYT Position: Q2 2016 in Review

WFG Advisors sold out of PACIFIC COAST OIL TRUST (ROYT) in Q2 2016, closing a stake of 253 shares.

WFG Advisors first reported a position in ROYT in Q1 2015 and held it in 5 quarters. The position peaked at $1K in Q3 2015. 25 funds tracked by Wall St. Rank hold ROYT as of Q2 2016.

  • WFG Advisors reported no remaining PACIFIC COAST OIL TRUST position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 253 PACIFIC COAST OIL TRUST shares in Q2 2016.
  • WFG Advisors first reported a position in PACIFIC COAST OIL TRUST in Q1 2015 and held it in 5 quarters.
  • WFG Advisors's PACIFIC COAST OIL TRUST position peaked at $1K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.