AWM
WLL

Avior Wealth Management’s Whiting Petroleum Corporation WLL Stock Holding History

Avior Wealth Management’s Portfolio WLL Stock Details WLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Hold
0
– – – 764
2017
Q2 		– Sell
-1
Closed -$3K – 520
2017
Q1 		$3K Hold
1
– – ﹤0.01% 446
2016
Q4 		$4K Hold
1
– – ﹤0.01% 420
2016
Q3 		$3K Hold
1
– – ﹤0.01% 420
2016
Q2 		$3K Hold
1
– – ﹤0.01% 412
2016
Q1 		$3K Hold
1
– – ﹤0.01% 431
2015
Q4 		$3K Hold
1
– – ﹤0.01% 402
2015
Q3 		$4K Hold
1
– – ﹤0.01% 348
2015
Q2 		$10K Hold
1
– – 0.01% 266
2015
Q1 		$9K Hold
1
– – 0.01% 260
2014
Q4 		$10K Hold
1
– – 0.01% 230
2014
Q3 		$34K Hold
1
– – 0.03% 155
2014
Q2 		$35K Sell
1
-1
-50% -$22.2K 0.03% 154
2014
Q1 		$39K Buy
+2
New +$37.9K 0.03% 146

Other funds holding WLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return