WSTAM
ROYT

Wilbanks Smith & Thomas Asset Management’s PACIFIC COAST OIL TRUST ROYT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2014
Q4 		– Sell
-10,000
Closed -$103K – 330
2014
Q3 		$103K Hold
10,000
– – 0.01% 278
2014
Q2 		$131K Buy
+10,000
New +$131K 0.01% 283

Other funds holding ROYT

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
AGCJ
Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ROYT Position: Q4 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2014, closing a stake of 10,000 shares — an estimated $103K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ROYT in Q2 2014 and held it in 2 quarters. The position peaked at $131K in Q2 2014. 38 funds tracked by Wall St. Rank hold ROYT as of Q4 2014.

  • Wilbanks Smith & Thomas Asset Management reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2014 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 10,000 PACIFIC COAST OIL TRUST shares in Q4 2014, an estimated $103K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in PACIFIC COAST OIL TRUST in Q2 2014 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's PACIFIC COAST OIL TRUST position peaked at $131K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2014.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2014, filed 23 Feb 2015.