Envestnet Asset Management
WHX

Envestnet Asset Management’s WHITING USA TRUST I UNITS OF BENE INT WHX Stock Holding History

Envestnet Asset Management’s Portfolio WHX Stock Details WHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-141
Closed -$1K – 2732
2013
Q4 		$1K Buy
+141
New +$709 ﹤0.01% 2427

Other funds holding WHX

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management's WHX Position: Q1 2014 in Review

Envestnet Asset Management sold out of WHITING USA TRUST I UNITS OF BENE INT (WHX) in Q1 2014, closing a stake of 141 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in WHX in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 23 funds tracked by Wall St. Rank hold WHX as of Q1 2014.

  • Envestnet Asset Management reported no remaining WHITING USA TRUST I UNITS OF BENE INT position as of Q1 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 141 WHITING USA TRUST I UNITS OF BENE INT shares in Q1 2014, an estimated $1K.
  • Envestnet Asset Management first reported a position in WHITING USA TRUST I UNITS OF BENE INT in Q4 2013 and held it in 1 quarter.
  • Envestnet Asset Management's WHITING USA TRUST I UNITS OF BENE INT position peaked at $1K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held WHITING USA TRUST I UNITS OF BENE INT as of Q1 2014.

Based on Envestnet Asset Management's 13F filing for Q1 2014, filed 12 May 2014.