Advisory Services Network’s W&T Offshore WTI Stock Holding History

Advisory Services Network’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-400	Closed	-$1K	–	3750
2020 Q3	$1K	Buy	+400	New	+$887	﹤0.01%	3433
2019 Q4	–	Sell	-500	Closed	-$2K	–	3267
2019 Q3	$2K	Hold	500	–	–	﹤0.01%	2662
2019 Q2	$2K	Buy	+500	New	+$2.69K	﹤0.01%	2660

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's WTI Position: Q4 2020 in Review

Advisory Services Network sold out of W&T Offshore (WTI) in Q4 2020, closing a stake of 400 shares — an estimated $1K sold.

Advisory Services Network first reported a position in WTI in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 92 funds tracked by Wall St. Rank hold WTI as of Q4 2020.

Advisory Services Network reported no remaining W&T Offshore position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 400 W&T Offshore shares in Q4 2020, an estimated $1K.
Advisory Services Network first reported a position in W&T Offshore in Q2 2019 and held it in 3 quarters.
Advisory Services Network's W&T Offshore position peaked at $2K in Q3 2019.
92 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.