OneDigital Investment Advisors’s W&T Offshore WTI Stock Holding History

OneDigital Investment 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 Q3	–	Sell	-300	Closed	-$1K	–	1167
2019 Q2	$1K	Hold	300	–	–	﹤0.01%	1181
2019 Q1	$2K	Hold	300	–	–	﹤0.01%	1071
2018 Q4	$1K	Buy	+300	New	+$1.92K	﹤0.01%	1085
2018 Q3	–	Sell	-300	Closed	-$2K	–	1280
2018 Q2	$2K	Hold	300	–	–	﹤0.01%	1266
2018 Q1	$1K	Hold	300	–	–	﹤0.01%	1305
2017 Q4	$1K	Hold	300	–	–	﹤0.01%	1221
2017 Q3	$1K	Hold	300	–	–	﹤0.01%	1021
2017 Q2	$1K	Buy	+300	New	+$653	﹤0.01%	1209

Other funds holding WTI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of W&T Offshore (WTI) in Q3 2019, closing a stake of 300 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in WTI in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 151 funds tracked by Wall St. Rank hold WTI as of Q3 2019.

OneDigital Investment Advisors reported no remaining W&T Offshore position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 300 W&T Offshore shares in Q3 2019, an estimated $1K.
OneDigital Investment Advisors first reported a position in W&T Offshore in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's W&T Offshore position peaked at $2K in Q1 2019.
151 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2019.

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