Retirement Planning Group (Kansas)’s W&T Offshore WTI Stock Holding History

Retirement Planning Group (Kansas)’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
2017 Q4	–	Sell	-60,000	Closed	-$183K	–	53
2017 Q3	$183K	Hold	60,000	–	–	0.05%	47
2017 Q2	$118K	Hold	60,000	–	–	0.04%	49
2017 Q1	$166K	Sell	60,000 -20,000	-25%	-$57.4K	0.05%	52
2016 Q4	$222K	Hold	80,000	–	–	0.07%	49
2016 Q3	$141K	Hold	80,000	–	–	0.05%	52
2016 Q2	$186K	Buy	80,000 +10,000	+14%	+$21.9K	0.06%	54
2016 Q1	$153K	Buy	70,000 +50,000	+250%	+$102K	0.05%	55
2015 Q4	$46K	Buy	+20,000	New	+$64.2K	0.02%	53

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Retirement Planning Group (Kansas)'s WTI Position: Q4 2017 in Review

Retirement Planning Group (Kansas) sold out of W&T Offshore (WTI) in Q4 2017, closing a stake of 60,000 shares — an estimated $183K sold.

Retirement Planning Group (Kansas) first reported a position in WTI in Q4 2015 and held it in 8 quarters. The position peaked at $222K in Q4 2016. 130 funds tracked by Wall St. Rank hold WTI as of Q4 2017.

Retirement Planning Group (Kansas) reported no remaining W&T Offshore position as of Q4 2017 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 60,000 W&T Offshore shares in Q4 2017, an estimated $183K.
Retirement Planning Group (Kansas) first reported a position in W&T Offshore in Q4 2015 and held it in 8 quarters.
Retirement Planning Group (Kansas)'s W&T Offshore position peaked at $222K in Q4 2016.
130 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2017.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2017, filed 31 Jan 2018.