MPM
WTI icon

Meritage Portfolio Management’s W&T Offshore WTI Stock Holding History

Meritage Portfolio Management’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
Q4 		– Sell
-15,785
Closed -$69K – 248
2019
Q3 		$69K Buy
15,785
+1,805
+13% +$8.26K 0.01% 226
2019
Q2 		$69K Buy
13,980
+3,637
+35% +$19.6K 0.01% 218
2019
Q1 		$71K Hold
10,343
– – 0.01% 180
2018
Q4 		$43K Hold
10,343
– – ﹤0.01% 172
2018
Q3 		$100K Hold
10,343
– – 0.01% 197
2018
Q2 		$74K Buy
+10,343
New +$66.9K 0.01% 204

Other funds holding WTI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return