AWM
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Alterna Wealth Management’s W&T Offshore WTI Stock Holding History

Alterna Wealth 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
2019
Q1 		– Sell
-11,472
Closed -$22K – 338
2018
Q4 		$22K Buy
+11,472
New +$73.3K ﹤0.01% 362

Other funds holding WTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alterna Wealth Management's WTI Position: Q1 2019 in Review

Alterna Wealth Management sold out of W&T Offshore (WTI) in Q1 2019, closing a stake of 11,472 shares — an estimated $22K sold.

Alterna Wealth Management first reported a position in WTI in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 174 funds tracked by Wall St. Rank hold WTI as of Q1 2019.

  • Alterna Wealth Management reported no remaining W&T Offshore position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 11,472 W&T Offshore shares in Q1 2019, an estimated $22K.
  • Alterna Wealth Management first reported a position in W&T Offshore in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's W&T Offshore position peaked at $22K in Q4 2018.
  • 174 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2019.

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