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JOYN Advisors’s W&T Offshore WTI Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-4,488
Closed -$18K – 1431
2018
Q4 		$18K Sell
4,488
-4,670
-51% -$29.8K ﹤0.01% 721
2018
Q3 		$88K Sell
9,158
-1,880
-17% -$13.6K 0.02% 247
2018
Q2 		$79K Sell
11,038
-2,629
-19% -$17K 0.02% 277
2018
Q1 		$61K Buy
+13,667
New +$57.9K 0.01% 405

Other funds holding WTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JOYN Advisors's WTI Position: Q1 2019 in Review

JOYN Advisors sold out of W&T Offshore (WTI) in Q1 2019, closing a stake of 4,488 shares — an estimated $18K sold.

JOYN Advisors first reported a position in WTI in Q1 2018 and held it in 4 quarters. The position peaked at $88K in Q3 2018. 174 funds tracked by Wall St. Rank hold WTI as of Q1 2019.

  • JOYN Advisors reported no remaining W&T Offshore position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 4,488 W&T Offshore shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in W&T Offshore in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's W&T Offshore position peaked at $88K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.