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Berman Capital Advisors’s W&T Offshore WTI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Buy
646
+188
+41% +$672 ﹤0.01% 1754
2021
Q2 		$2K Sell
458
-206
-31% -$795 ﹤0.01% 1649
2021
Q1 		$2K Buy
664
+267
+67% +$830 ﹤0.01% 1562
2020
Q4 		$0 Hold
397
– – ﹤0.01% 1851
2020
Q3 		$0 Hold
397
– – ﹤0.01% 1793
2020
Q2 		$0 Buy
+397
New +$1.01K ﹤0.01% 1850

Other funds holding WTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Anqa Management Sag Harbor, New York $66.5M AUM 36.45% 1-Year Est. Return

Berman Capital Advisors's WTI Position: Q3 2021 in Review

Berman Capital Advisors increased its W&T Offshore (WTI) stake by 41% in Q3 2021, buying an estimated $672 and bringing the position to 646 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Berman Capital Advisors first reported a position in WTI in Q2 2020 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold WTI as of Q3 2021.

  • Berman Capital Advisors held 646 shares of W&T Offshore worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 188 W&T Offshore shares in Q3 2021, an estimated $672.
  • W&T Offshore made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1754 holding.
  • Berman Capital Advisors first reported a position in W&T Offshore in Q2 2020 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.