Empirical Wealth Management’s Texas Pacific Land TPL Stock Holding History

Empirical Wealth Management’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,130	Closed	-$217K	–	356
2020 Q1	$217K	Sell	5,130 -270	-5%	-$19.8K	0.02%	292
2019 Q4	$469K	Buy	+5,400	New	+$395K	0.05%	197
2019 Q3	–	Sell	-4,275	Closed	-$374K	–	299
2019 Q2	$374K	Sell	4,275 -3,150	-42%	-$283K	0.05%	184
2019 Q1	$638K	Buy	+7,425	New	+$580K	0.09%	122

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empirical Wealth Management's TPL Position: Q2 2020 in Review

Empirical Wealth Management sold out of Texas Pacific Land (TPL) in Q2 2020, closing a stake of 5,130 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in TPL in Q1 2019 and held it in 4 quarters. The position peaked at $638K in Q1 2019. 235 funds tracked by Wall St. Rank hold TPL as of Q2 2020.

Empirical Wealth Management reported no remaining Texas Pacific Land position as of Q2 2020 after selling out during the quarter.
Empirical Wealth Management sold 5,130 Texas Pacific Land shares in Q2 2020, an estimated $217K.
Empirical Wealth Management first reported a position in Texas Pacific Land in Q1 2019 and held it in 4 quarters.
Empirical Wealth Management's Texas Pacific Land position peaked at $638K in Q1 2019.
235 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2020.

Based on Empirical Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.