Private Wealth Partners’s Black Stone Minerals BSM Stock Holding History

Private Wealth Partners’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
2020 Q2	–	Sell	-15,000	Closed	-$70K	–	113
2020 Q1	$70K	Sell	15,000 -138,650	-90%	-$1.28M	0.01%	113
2019 Q4	$1.95M	Sell	153,650 -2,500	-2%	-$31.8K	0.27%	58
2019 Q3	$2.22M	Buy	156,150 +5,000	+3%	+$73.3K	0.35%	49
2019 Q2	$2.34M	Hold	151,150	–	–	0.36%	49
2019 Q1	$2.67M	Buy	151,150 +22,950	+18%	+$394K	0.44%	44
2018 Q4	$1.99M	Buy	128,200 +42,700	+50%	+$722K	0.38%	46
2018 Q3	$1.56M	Buy	85,500 +7,500	+10%	+$136K	0.24%	61
2018 Q2	$1.44M	Buy	78,000 +2,500	+3%	+$45K	0.24%	63
2018 Q1	$1.25M	Buy	75,500 +50,500	+202%	+$899K	0.22%	66
2017 Q4	$448K	Hold	25,000	–	–	0.08%	95
2017 Q3	$433K	Hold	25,000	–	–	0.09%	97
2017 Q2	$394K	Buy	+25,000	New	+$406K	0.09%	89

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

EIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCS

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Private Wealth Partners's BSM Position: Q2 2020 in Review

Private Wealth Partners sold out of Black Stone Minerals (BSM) in Q2 2020, closing a stake of 15,000 shares — an estimated $70K sold.

Private Wealth Partners first reported a position in BSM in Q2 2017 and held it in 12 quarters. The position peaked at $2.67M in Q1 2019. 90 funds tracked by Wall St. Rank hold BSM as of Q2 2020.

Private Wealth Partners reported no remaining Black Stone Minerals position as of Q2 2020 after selling out during the quarter.
Private Wealth Partners sold 15,000 Black Stone Minerals shares in Q2 2020, an estimated $70K.
Private Wealth Partners first reported a position in Black Stone Minerals in Q2 2017 and held it in 12 quarters.
Private Wealth Partners's Black Stone Minerals position peaked at $2.67M in Q1 2019.
90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2020.

Based on Private Wealth Partners's 13F filing for Q2 2020, filed 31 Jul 2020.