HWG Holdings’s Black Stone Minerals BSM Stock Holding History

HWG Holdings’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6K	Sell	450 -450	-50%	-$5.73K	﹤0.01%	106
2019 Q3	$13K	Hold	900	–	–	0.01%	98
2019 Q2	$14K	Hold	900	–	–	0.01%	91
2019 Q1	$16K	Hold	900	–	–	0.02%	55
2018 Q4	$14K	Hold	900	–	–	0.03%	35
2018 Q3	$16K	Hold	900	–	–	0.01%	69
2018 Q2	$17K	Hold	900	–	–	0.01%	73
2018 Q1	$15K	Hold	900	–	–	0.01%	62
2017 Q4	$16K	Hold	900	–	–	0.01%	75
2017 Q3	$16K	Hold	900	–	–	0.01%	73
2017 Q2	$14K	Buy	+900	New	+$14.6K	0.01%	65

Other funds holding BSM

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

TCS

Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HWG Holdings's BSM Position: Q4 2019 in Review

HWG Holdings reduced its Black Stone Minerals (BSM) stake by 50% in Q4 2019, selling an estimated $5.73K and leaving 450 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

HWG Holdings first reported a position in BSM in Q2 2017 and has held it in 11 quarters since. The position peaked at $17K in Q2 2018. 101 funds tracked by Wall St. Rank hold BSM as of Q4 2019.

HWG Holdings held 450 shares of Black Stone Minerals worth $6K as of Q4 2019.
HWG Holdings sold 450 Black Stone Minerals shares in Q4 2019, an estimated $5.73K.
Black Stone Minerals made up ﹤0.01% of HWG Holdings's portfolio in Q4 2019, its #106 holding.
HWG Holdings first reported a position in Black Stone Minerals in Q2 2017 and has held it in 11 quarters since.
HWG Holdings's Black Stone Minerals position peaked at $17K in Q2 2018.
101 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.