Clearstead Trust’s Black Stone Minerals BSM Stock Holding History

Clearstead Trust’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
2017 Q1	–	Sell	-257	Closed	-$5K	–	129
2016 Q4	$5K	Buy	+257	New	+$4.71K	﹤0.01%	130

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return

Clearstead Trust's BSM Position: Q1 2017 in Review

Clearstead Trust sold out of Black Stone Minerals (BSM) in Q1 2017, closing a stake of 257 shares — an estimated $5K sold.

Clearstead Trust first reported a position in BSM in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 65 funds tracked by Wall St. Rank hold BSM as of Q1 2017.

Clearstead Trust reported no remaining Black Stone Minerals position as of Q1 2017 after selling out during the quarter.
Clearstead Trust sold 257 Black Stone Minerals shares in Q1 2017, an estimated $5K.
Clearstead Trust first reported a position in Black Stone Minerals in Q4 2016 and held it in 1 quarter.
Clearstead Trust's Black Stone Minerals position peaked at $5K in Q4 2016.
65 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2017.

Based on Clearstead Trust's 13F filing for Q1 2017, filed 19 Jun 2017.