SSWM
WRD

Sheets Smith Wealth Management’s WildHorse Resource Development WRD Stock Holding History

Sheets Smith Wealth Management’s Portfolio WRD Stock Details WRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30,396
Closed -$719K – 346
2018
Q3 		$719K Buy
30,396
+11,130
+58% +$239K 0.15% 167
2018
Q2 		$489K Buy
+19,266
New +$480K 0.11% 195

Other funds holding WRD

GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's WRD Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of WildHorse Resource Development (WRD) in Q4 2018, closing a stake of 30,396 shares — an estimated $719K sold.

Sheets Smith Wealth Management first reported a position in WRD in Q2 2018 and held it in 2 quarters. The position peaked at $719K in Q3 2018. 149 funds tracked by Wall St. Rank hold WRD as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining WildHorse Resource Development position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30,396 WildHorse Resource Development shares in Q4 2018, an estimated $719K.
  • Sheets Smith Wealth Management first reported a position in WildHorse Resource Development in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's WildHorse Resource Development position peaked at $719K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.