WT
ROYT

Whittier Trust’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Whittier Trust’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
Q4 		– Sell
-1,000
Closed -$2K – 1239
2016
Q3 		$2K Hold
1,000
– – ﹤0.01% 1128
2016
Q2 		$2K Hold
1,000
– – ﹤0.01% 1148
2016
Q1 		$2K Buy
+1,000
New +$1.17K ﹤0.01% 1126
2015
Q4 		– Sell
-500
Closed -$1K – 1253
2015
Q3 		$1K Hold
500
– – ﹤0.01% 1152
2015
Q2 		$2K Hold
500
– – ﹤0.01% 1159
2015
Q1 		$2K Buy
+500
New +$2.58K ﹤0.01% 1179

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Whittier Trust's ROYT Position: Q4 2016 in Review

Whittier Trust sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2016, closing a stake of 1,000 shares — an estimated $2K sold.

Whittier Trust first reported a position in ROYT in Q1 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 25 funds tracked by Wall St. Rank hold ROYT as of Q4 2016.

  • Whittier Trust reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2016 after selling out during the quarter.
  • Whittier Trust sold 1,000 PACIFIC COAST OIL TRUST shares in Q4 2016, an estimated $2K.
  • Whittier Trust first reported a position in PACIFIC COAST OIL TRUST in Q1 2015 and held it in 6 quarters.
  • Whittier Trust's PACIFIC COAST OIL TRUST position peaked at $2K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2016.

Based on Whittier Trust's 13F filing for Q4 2016, filed 19 Jan 2017.