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Allen Investment Management’s W&T Offshore WTI Stock Holding History

Allen Investment Management’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
2017
Q3 		– Sell
-14,777
Closed -$29K – 225
2017
Q2 		$29K Hold
14,777
– – ﹤0.01% 213
2017
Q1 		$41K Sell
14,777
-2,073
-12% -$5.95K ﹤0.01% 209
2016
Q4 		$47K Buy
+16,850
New +$31.3K ﹤0.01% 208

Other funds holding WTI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allen Investment Management's WTI Position: Q3 2017 in Review

Allen Investment Management sold out of W&T Offshore (WTI) in Q3 2017, closing a stake of 14,777 shares — an estimated $29K sold.

Allen Investment Management first reported a position in WTI in Q4 2016 and held it in 3 quarters. The position peaked at $47K in Q4 2016. 108 funds tracked by Wall St. Rank hold WTI as of Q3 2017.

  • Allen Investment Management reported no remaining W&T Offshore position as of Q3 2017 after selling out during the quarter.
  • Allen Investment Management sold 14,777 W&T Offshore shares in Q3 2017, an estimated $29K.
  • Allen Investment Management first reported a position in W&T Offshore in Q4 2016 and held it in 3 quarters.
  • Allen Investment Management's W&T Offshore position peaked at $47K in Q4 2016.
  • 108 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2017.

Based on Allen Investment Management's 13F filing for Q3 2017, filed 7 Nov 2017.