Goodman Financial’s W&T Offshore WTI Stock Holding History

Goodman Financial’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
2018 Q1	–	Sell	-850	Closed	-$3K	–	133
2017 Q4	$3K	Buy	+850	New	+$2.64K	﹤0.01%	149

Other funds holding WTI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goodman Financial's WTI Position: Q1 2018 in Review

Goodman Financial sold out of W&T Offshore (WTI) in Q1 2018, closing a stake of 850 shares — an estimated $3K sold.

Goodman Financial first reported a position in WTI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 139 funds tracked by Wall St. Rank hold WTI as of Q1 2018.

Goodman Financial reported no remaining W&T Offshore position as of Q1 2018 after selling out during the quarter.
Goodman Financial sold 850 W&T Offshore shares in Q1 2018, an estimated $3K.
Goodman Financial first reported a position in W&T Offshore in Q4 2017 and held it in 1 quarter.
Goodman Financial's W&T Offshore position peaked at $3K in Q4 2017.
139 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2018.

Based on Goodman Financial's 13F filing for Q1 2018, filed 7 May 2018.