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Mercer Global Advisors’s
W&T Offshore
WTI
Stock Holding History
Mercer Global Advisors’s Portfolio
WTI Stock Details
WTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-20,086
Closed
-$78K
–
2065
2023
Q2
$78K
Sell
20,086
-7,927
-28%
-$34.1K
﹤0.01%
1849
2023
Q1
$142K
Sell
28,013
-47
-0.2%
-$263
﹤0.01%
1785
2022
Q4
$157K
Buy
+28,060
New
+$193K
﹤0.01%
1754
2020
Q2
–
Sell
-30,710
Closed
-$52K
–
1186
2020
Q1
$52K
Sell
30,710
-8,161
-21%
-$27.8K
﹤0.01%
1047
2019
Q4
$216K
Buy
38,871
+4,125
+12%
+$18.4K
﹤0.01%
1051
2019
Q3
$151K
Buy
34,746
+3,070
+10%
+$14K
﹤0.01%
1052
2019
Q2
$157K
Buy
31,676
+195
+0.6%
+$1.05K
﹤0.01%
1077
2019
Q1
$217K
Buy
+31,481
New
+$171K
0.01%
958
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New York
$5.7T AUM
30.48%
1-Year Est. Return
KL
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Nassau, Bahamas
$1.3B AUM
13.96%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HCM
Huber Capital Management
El Segundo, California
$647M AUM
24.91%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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