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Capital Investment Advisory Services’s W&T Offshore WTI Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,000
Closed -$4K – 1261
2019
Q3 		$4K Hold
1,000
– – ﹤0.01% 1183
2019
Q2 		$5K Hold
1,000
– – ﹤0.01% 1147
2019
Q1 		$7K Hold
1,000
– – ﹤0.01% 914
2018
Q4 		$4K Buy
+1,000
New +$6.39K ﹤0.01% 984

Other funds holding WTI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Capital Investment Advisory Services's WTI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of W&T Offshore (WTI) in Q4 2019, closing a stake of 1,000 shares — an estimated $4K sold.

Capital Investment Advisory Services first reported a position in WTI in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 139 funds tracked by Wall St. Rank hold WTI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining W&T Offshore position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 W&T Offshore shares in Q4 2019, an estimated $4K.
  • Capital Investment Advisory Services first reported a position in W&T Offshore in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's W&T Offshore position peaked at $7K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.