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Sentry Investments’s Black Stone Minerals BSM Stock Holding History

Sentry Investments’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
2018
Q1 		$9.16M Buy
553,253
+74,016
+15% +$1.32M 0.14% 110
2017
Q4 		$8.6M Buy
+479,237
New +$8.44M 0.11% 116

Other funds holding BSM

CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Sentry Investments's BSM Position: Q1 2018 in Review

Sentry Investments increased its Black Stone Minerals (BSM) stake by 15% in Q1 2018, buying an estimated $1.32M and bringing the position to 553,253 shares worth $9.16M. The position accounts for 0.14% of the portfolio, ranked #110.

Sentry Investments first reported a position in BSM in Q4 2017 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold BSM as of Q1 2018.

  • Sentry Investments held 553,253 shares of Black Stone Minerals worth $9.16M as of Q1 2018.
  • Sentry Investments bought 74,016 Black Stone Minerals shares in Q1 2018, an estimated $1.32M.
  • Black Stone Minerals made up 0.14% of Sentry Investments's portfolio in Q1 2018, its #110 holding.
  • Sentry Investments first reported a position in Black Stone Minerals in Q4 2017 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.