Bridgeworth’s Black Stone Minerals BSM Stock Holding History

Bridgeworth’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,000	Closed	-$92K	–	185
2018 Q2	$92K	Buy	+5,000	New	+$89.9K	0.04%	206

Other funds holding BSM

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bridgeworth's BSM Position: Q3 2018 in Review

Bridgeworth sold out of Black Stone Minerals (BSM) in Q3 2018, closing a stake of 5,000 shares — an estimated $92K sold.

Bridgeworth first reported a position in BSM in Q2 2018 and held it in 1 quarter. The position peaked at $92K in Q2 2018. 76 funds tracked by Wall St. Rank hold BSM as of Q3 2018.

Bridgeworth reported no remaining Black Stone Minerals position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 5,000 Black Stone Minerals shares in Q3 2018, an estimated $92K.
Bridgeworth first reported a position in Black Stone Minerals in Q2 2018 and held it in 1 quarter.
Bridgeworth's Black Stone Minerals position peaked at $92K in Q2 2018.
76 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.