APP
WRD

Avantax Planning Partners’s WildHorse Resource Development WRD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-230
Closed -$5K – 1430
2018
Q3 		$5K Buy
+230
New +$4.94K ﹤0.01% 1132
2018
Q2 		– Sell
-231
Closed -$4K – 1796
2018
Q1 		$4K Buy
+231
New +$4.12K ﹤0.01% 1480

Other funds holding WRD

GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's WRD Position: Q4 2018 in Review

Avantax Planning Partners sold out of WildHorse Resource Development (WRD) in Q4 2018, closing a stake of 230 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in WRD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 149 funds tracked by Wall St. Rank hold WRD as of Q4 2018.

  • Avantax Planning Partners reported no remaining WildHorse Resource Development position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 230 WildHorse Resource Development shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in WildHorse Resource Development in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's WildHorse Resource Development position peaked at $5K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.