9WM
MDR

9258 Wealth Management’s McDermott International MDR Stock Holding History

9258 Wealth Management’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-26,172
Closed -$18K – 331
2019
Q4 		$18K Sell
26,172
-3,022
-10% -$3.86K 0.01% 317
2019
Q3 		$59K Buy
29,194
+11,925
+69% +$73.3K 0.05% 178
2019
Q2 		$167K Buy
17,269
+2,680
+18% +$21.4K 0.13% 165
2019
Q1 		$109K Hold
14,589
– – 0.09% 163
2018
Q4 		$95K Buy
+14,589
New +$154K 0.09% 162

Other funds holding MDR

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

9258 Wealth Management's MDR Position: Q1 2020 in Review

9258 Wealth Management sold out of McDermott International (MDR) in Q1 2020, closing a stake of 26,172 shares — an estimated $18K sold.

9258 Wealth Management first reported a position in MDR in Q4 2018 and held it in 5 quarters. The position peaked at $167K in Q2 2019. 40 funds tracked by Wall St. Rank hold MDR as of Q1 2020.

  • 9258 Wealth Management reported no remaining McDermott International position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 26,172 McDermott International shares in Q1 2020, an estimated $18K.
  • 9258 Wealth Management first reported a position in McDermott International in Q4 2018 and held it in 5 quarters.
  • 9258 Wealth Management's McDermott International position peaked at $167K in Q2 2019.
  • 40 funds tracked by Wall St. Rank held McDermott International as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.