Wolverine Trading
PVL

Wolverine Trading’s Permianville Royalty Trust PVL Stock Holding History

Wolverine Trading’s Portfolio PVL Stock Details PVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-36,300
Closed -$69K – 5140
2018
Q4 		$69K Buy
36,300
+6,200
+21% +$16.8K ﹤0.01% 4096
2018
Q3 		$105K Buy
+30,100
New +$107K ﹤0.01% 4527

Other funds holding PVL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Sinecera Capital Austin, Texas $82.9M AUM 21.76% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Wolverine Trading's PVL Position: Q1 2019 in Review

Wolverine Trading sold out of Permianville Royalty Trust (PVL) in Q1 2019, closing a stake of 19,102 shares — an estimated $36K sold.

Wolverine Trading first reported a position in PVL in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 27 funds tracked by Wall St. Rank hold PVL as of Q1 2019.

  • Wolverine Trading reported no remaining Permianville Royalty Trust position as of Q1 2019 after selling out during the quarter.
  • Wolverine Trading sold 19,102 Permianville Royalty Trust shares in Q1 2019, an estimated $36K.
  • Wolverine Trading first reported a position in Permianville Royalty Trust in Q4 2018 and held it in 1 quarter.
  • Wolverine Trading's Permianville Royalty Trust position peaked at $36K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Permianville Royalty Trust as of Q1 2019.

Based on Wolverine Trading's 13F filing for Q1 2019, filed 15 May 2019.