Winch Advisory Services’s PACIFIC COAST OIL TRUST ROYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-461
| Closed | – | – | 476 |
|
|
2020
Q3 | $0 | Hold |
461
| – | – | ﹤0.01% | 429 |
|
|
2020
Q2 | $0 | Hold |
461
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $0 | Hold |
461
| – | – | ﹤0.01% | 400 |
|
|
2019
Q4 | $0 | Hold |
461
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $1K | Hold |
461
| – | – | ﹤0.01% | 339 |
|
|
2019
Q2 | $1K | Hold |
461
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $1K | Hold |
461
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $1K | Hold |
461
| – | – | ﹤0.01% | 340 |
|
|
2018
Q3 | $1K | Hold |
461
| – | – | ﹤0.01% | 317 |
|
|
2018
Q2 | $1K | Hold |
461
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $1K | Hold |
461
| – | – | ﹤0.01% | 301 |
|
|
2017
Q4 | $1K | Hold |
461
| – | – | ﹤0.01% | 301 |
|
|
2017
Q3 | $1K | Buy |
461
+8
| +2% | +$13 | ﹤0.01% | 286 |
|
|
2017
Q2 | $1K | Buy |
453
+9
| +2% | +$17 | ﹤0.01% | 293 |
|
|
2017
Q1 | $1K | Buy |
444
+1
| +0.2% | +$2 | ﹤0.01% | 278 |
|
|
2016
Q4 | $0 | Hold |
443
| – | – | ﹤0.01% | 311 |
|
|
2016
Q3 | $1K | Hold |
443
| – | – | ﹤0.01% | 260 |
|
|
2016
Q2 | $1K | Hold |
443
| – | – | ﹤0.01% | 255 |
|
|
2016
Q1 | $1K | Buy |
443
+3
| +0.7% | +$4 | ﹤0.01% | 230 |
|
|
2015
Q4 | $1K | Buy |
440
+5
| +1% | +$9 | ﹤0.01% | 246 |
|
|
2015
Q3 | $1K | Buy |
435
+14
| +3% | +$40 | ﹤0.01% | 226 |
|
|
2015
Q2 | $2K | Buy |
421
+5
| +1% | +$20 | ﹤0.01% | 260 |
|
|
2015
Q1 | $2K | Buy |
+416
| New | +$2.15K | ﹤0.01% | 286 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$4K | – | 199 |
|
|
2014
Q3 | $4K | Sell |
400
-718
| -64% | -$7.92K | ﹤0.01% | 189 |
|
|
2014
Q2 | $15K | Buy |
1,118
+226
| +25% | +$2.96K | 0.01% | 141 |
|
|
2014
Q1 | $12K | Buy |
+892
| New | +$12K | 0.01% | 170 |
|
Winch Advisory Services's ROYT Position: Q4 2020 in Review
Winch Advisory Services sold out of PACIFIC COAST OIL TRUST (ROYT) in Q4 2020, closing a stake of 461 shares.
Winch Advisory Services first reported a position in ROYT in Q1 2014 and held it in 26 quarters. The position peaked at $15K in Q2 2014. 1 fund tracked by Wall St. Rank holds ROYT as of Q4 2020.
- Winch Advisory Services reported no remaining PACIFIC COAST OIL TRUST position as of Q4 2020 after selling out during the quarter.
- Winch Advisory Services sold 461 PACIFIC COAST OIL TRUST shares in Q4 2020.
- Winch Advisory Services first reported a position in PACIFIC COAST OIL TRUST in Q1 2014 and held it in 26 quarters.
- Winch Advisory Services's PACIFIC COAST OIL TRUST position peaked at $15K in Q2 2014.
- 1 fund tracked by Wall St. Rank held PACIFIC COAST OIL TRUST as of Q4 2020.
Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.