OneDigital Investment Advisors’s Black Stone Minerals BSM Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-200	Closed	-$3K	–	630
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	1097
2019 Q1	$4K	Buy	+200	New	+$3.43K	﹤0.01%	1003
2018 Q4	–	Hold	0	–	–	–	998

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 $219M AUM 16.08% 1-Year Est. Return

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

TCS

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

EIG

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

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

Goldman Sachs New York $871B AUM 31.28% 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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

OneDigital Investment Advisors's BSM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Black Stone Minerals (BSM) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

OneDigital Investment Advisors first reported a position in BSM in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 100 funds tracked by Wall St. Rank hold BSM as of Q3 2019.

OneDigital Investment Advisors reported no remaining Black Stone Minerals position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 200 Black Stone Minerals shares in Q3 2019, an estimated $3K.
OneDigital Investment Advisors first reported a position in Black Stone Minerals in Q1 2019 and held it in 2 quarters.
OneDigital Investment Advisors's Black Stone Minerals position peaked at $4K in Q1 2019.
100 funds tracked by Wall St. Rank held Black Stone Minerals as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.