Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
38,737,145
-
Total 13F shares
-
6,351,924
-
Share change
-
+2,485,813
-
Total reported value
-
$10,037,000
-
Price per share
-
$1.58
-
Number of holders
-
19
-
Value change
-
+$3,963,491
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of Pacific Coast Oil Trust - Units of Beneficial Interest (ROYTL) as of Q3 2017
As of 30 Sep 2017,
Pacific Coast Oil Trust - Units of Beneficial Interest (ROYTL) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,351,924 shares.
The largest 10 holders included
EVERGREEN CAPITAL MANAGEMENT LLC, Freestone Capital Holdings, LLC, RR Advisors, LLC, MORGAN STANLEY, LUCAS CAPITAL MANAGEMENT, WELLS FARGO & COMPANY/MN, Regal Investment Advisors LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, and BB&T SECURITIES, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.