9258 Wealth Management’s WildHorse Resource Development WRD Stock Holding History

9258 Wealth Management’s Portfolio WRD Stock Details WRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-13,443	Closed	-$190K	–	189
2018 Q4	$190K	Buy	+13,443	New	+$265K	0.18%	153

Other funds holding WRD

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

9258 Wealth Management's WRD Position: Q1 2019 in Review

9258 Wealth Management sold out of WildHorse Resource Development (WRD) in Q1 2019, closing a stake of 13,443 shares — an estimated $190K sold.

9258 Wealth Management first reported a position in WRD in Q4 2018 and held it in 1 quarter. The position peaked at $190K in Q4 2018. 1 fund tracked by Wall St. Rank holds WRD as of Q1 2019.

9258 Wealth Management reported no remaining WildHorse Resource Development position as of Q1 2019 after selling out during the quarter.
9258 Wealth Management sold 13,443 WildHorse Resource Development shares in Q1 2019, an estimated $190K.
9258 Wealth Management first reported a position in WildHorse Resource Development in Q4 2018 and held it in 1 quarter.
9258 Wealth Management's WildHorse Resource Development position peaked at $190K in Q4 2018.
1 fund tracked by Wall St. Rank held WildHorse Resource Development as of Q1 2019.

Based on 9258 Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.