EWM
WPT

Edge Wealth Management’s World Point Terminals, LP WPT Stock Holding History

Edge Wealth Management’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$4K – 578
2017
Q2 		$4K Hold
250
– – ﹤0.01% 454
2017
Q1 		$4K Hold
250
– – ﹤0.01% 431
2016
Q4 		$4K Hold
250
– – ﹤0.01% 406
2016
Q3 		$4K Hold
250
– – ﹤0.01% 410
2016
Q2 		$4K Hold
250
– – ﹤0.01% 379
2016
Q1 		$4K Hold
250
– – ﹤0.01% 357
2015
Q4 		$3K Hold
250
– – ﹤0.01% 379
2015
Q3 		$3K Hold
250
– – ﹤0.01% 382
2015
Q2 		$4K Hold
250
– – ﹤0.01% 363
2015
Q1 		$4K Buy
+250
New +$4.97K ﹤0.01% 359

Edge Wealth Management's WPT Position: Q3 2017 in Review

Edge Wealth Management sold out of World Point Terminals, LP (WPT) in Q3 2017, closing a stake of 250 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in WPT in Q1 2015 and held it in 10 quarters. The position peaked at $4K in Q2 2017. 0 funds tracked by Wall St. Rank hold WPT as of Q3 2017.

  • Edge Wealth Management reported no remaining World Point Terminals, LP position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 250 World Point Terminals, LP shares in Q3 2017, an estimated $4K.
  • Edge Wealth Management first reported a position in World Point Terminals, LP in Q1 2015 and held it in 10 quarters.
  • Edge Wealth Management's World Point Terminals, LP position peaked at $4K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.