ROYTL β€” PACIFIC COAST OIL TR

Ownership history in Freestone Capital Holdings, LLC  Β·  17 quarters on record

AI Ownership Summary

Freestone Capital Holdings, LLC reported PACIFIC COAST OIL TR (ROYTL) in 17 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROYTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freestone Capital Holdings, LLC's position in PACIFIC COAST OIL TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
17 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Freestone Capital Holdings, LLC held ROYTL β€” position size vs. price
% of Fund (quarterly)    ROYTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ROYTL

As of 2020 Q3 β€” sorted by position size

NICOLET BANKSHARES INC 3Y 7Y 0.0%

FAQ About Freestone Capital Holdings, LLC and ROYTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freestone Capital Holdings, LLC reported owning ROYTL?

Freestone Capital Holdings, LLC reported ROYTL across 0 quarterly 13F filings.

What was the largest reported ROYTL position in Freestone Capital Holdings, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for ROYTL in Freestone Capital Holdings, LLC.

What is the latest reported ROYTL position on this page?

The most recent filing on this page is 2020 Q3, when Freestone Capital Holdings, LLC reported 4,462 shares, equal to 0.00% of portfolio, with an estimated market value of $339.

What does the chart on this ROYTL ownership page compare?

The chart compares Freestone Capital Holdings, LLC's quarterly ROYTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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