RPGK
WTI icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return