IFP Advisors, Inc - PACIFIC COAST OIL TR ownership

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of PACIFIC COAST OIL TR
ValueSharesWeighting
Q3 2017$2,0000.0%1,2000.0%0.00%
Q2 2017$2,0000.0%1,2000.0%0.00%
Q1 2017$2,000
+100.0%
1,2000.0%0.00%
Q4 2016$1,000
-50.0%
1,2000.0%0.00%
Q3 2016$2,000
-33.3%
1,2000.0%0.00%
Q2 2016$3,0001,2000.00%
Other shareholders
PACIFIC COAST OIL TR shareholders Q3 2023
NameSharesValueWeighting ↓
MCGLINN CAPITAL MANAGEMENT INC 69,000$901,0001.94%
LUCAS CAPITAL MANAGEMENT 401,378$5,242,0001.66%
Aviance Capital Partners, LLC 129,000$1,685,0000.66%
KAYNE ANDERSON CAPITAL ADVISORS LP 2,393,789$31,263,0000.19%
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 320,429$4,185,0000.10%
AMG National Trust Bank 44,926$587,0000.06%
CLOUGH CAPITAL PARTNERS L P 95,800$1,251,0000.04%
BURNHAM ASSET MANAGEMENT CORP /NY/ 10,900$142,0000.03%
TFS CAPITAL LLC 21,150$276,0000.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 10,000$131,0000.01%
View complete list of PACIFIC COAST OIL TR shareholders