BFG
WRD

Beacon Financial Group’s WildHorse Resource Development WRD Stock Holding History

Beacon Financial Group’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
Q3 		– Sell
-29,445
Closed -$747K – 195
2018
Q2 		$747K Buy
+29,445
New +$734K 0.13% 119

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Caymus Capital Partners The Woodlands, Texas $14.7M AUM 51.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return

Beacon Financial Group's WRD Position: Q3 2018 in Review

Beacon Financial Group sold out of WildHorse Resource Development (WRD) in Q3 2018, closing a stake of 29,445 shares — an estimated $747K sold.

Beacon Financial Group first reported a position in WRD in Q2 2018 and held it in 1 quarter. The position peaked at $747K in Q2 2018. 165 funds tracked by Wall St. Rank hold WRD as of Q3 2018.

  • Beacon Financial Group reported no remaining WildHorse Resource Development position as of Q3 2018 after selling out during the quarter.
  • Beacon Financial Group sold 29,445 WildHorse Resource Development shares in Q3 2018, an estimated $747K.
  • Beacon Financial Group first reported a position in WildHorse Resource Development in Q2 2018 and held it in 1 quarter.
  • Beacon Financial Group's WildHorse Resource Development position peaked at $747K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q3 2018.

Based on Beacon Financial Group's 13F filing for Q3 2018, filed 10 Oct 2018.