Massachusetts Financial Services
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Massachusetts Financial Services’s W&T Offshore WTI Stock Holding History

Massachusetts Financial Services’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
-84,939
Closed -$350K – 874
2018
Q4 		$350K Buy
84,939
+6,613
+8% +$42.2K ﹤0.01% 831
2018
Q3 		$755K Sell
78,326
-182
-0.2% -$1.32K ﹤0.01% 803
2018
Q2 		$561K Buy
+78,508
New +$507K ﹤0.01% 807

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 $3.37T AUM 44.26% 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

Massachusetts Financial Services's WTI Position: Q1 2019 in Review

Massachusetts Financial Services sold out of W&T Offshore (WTI) in Q1 2019, closing a stake of 84,939 shares — an estimated $350K sold.

Massachusetts Financial Services first reported a position in WTI in Q2 2018 and held it in 3 quarters. The position peaked at $755K in Q3 2018. 174 funds tracked by Wall St. Rank hold WTI as of Q1 2019.

  • Massachusetts Financial Services reported no remaining W&T Offshore position as of Q1 2019 after selling out during the quarter.
  • Massachusetts Financial Services sold 84,939 W&T Offshore shares in Q1 2019, an estimated $350K.
  • Massachusetts Financial Services first reported a position in W&T Offshore in Q2 2018 and held it in 3 quarters.
  • Massachusetts Financial Services's W&T Offshore position peaked at $755K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2019.

Based on Massachusetts Financial Services's 13F filing for Q1 2019, filed 13 May 2019.