HFP
WRD

Holistic Financial Partners’s WildHorse Resource Development WRD Stock Holding History

Holistic Financial Partners’s Portfolio WRD Stock Details WRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-130
Closed -$2K – 419
2018
Q1 		$2K Hold
130
– – ﹤0.01% 432
2017
Q4 		$2K Buy
+130
New +$1.95K ﹤0.01% 441

Other funds holding WRD

GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holistic Financial Partners's WRD Position: Q2 2018 in Review

Holistic Financial Partners sold out of WildHorse Resource Development (WRD) in Q2 2018, closing a stake of 130 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in WRD in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 178 funds tracked by Wall St. Rank hold WRD as of Q2 2018.

  • Holistic Financial Partners reported no remaining WildHorse Resource Development position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 130 WildHorse Resource Development shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in WildHorse Resource Development in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's WildHorse Resource Development position peaked at $2K in Q1 2018.
  • 178 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.