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ROYTL PACIFIC COAST OIL TR

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UNIT BEN INT (common)

14 managers (14 13F filers) reported a position in ROYTL shares at 2020-03-31, 2,346,668 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
14
13F filers
14
New
1
Added
3
Reduced
4
Sold out
7
Shares held by filers
2,346,668

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2020

Filers in the available 13F reports with a share position at 2020-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EVERGREEN CAPITAL MANAGEMENT LLC2,047,008$505K0.05%+969,08413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY82,223$20K<0.01%-67313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,555$20K<0.01%+46,36913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,295$10K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,761$7K<0.01%13F-HRTimelineGroup
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC25,000$6K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,519$4K<0.01%-19,91313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,701$3K<0.01%-2,33413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,327$3K<0.01%+9,88813F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC6,149$2K<0.01%new13F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,469$1K<0.01%-20613F-HRTimelineGroup
Lake Point Wealth Management1,200$00%013F-HRTimelineValue filed as zero, left out of ratios.
Winch Advisory Services, LLC461$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.