STA
WRD

Summit Trail Advisors’s WildHorse Resource Development WRD Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-36
Closed -$1K – 2043
2017
Q4 		$1K Buy
+36
New +$541 ﹤0.01% 1940

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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brenham Capital Management Dallas, Texas $660M AUM 70.79% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Trail Advisors's WRD Position: Q1 2018 in Review

Summit Trail Advisors sold out of WildHorse Resource Development (WRD) in Q1 2018, closing a stake of 36 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in WRD in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 112 funds tracked by Wall St. Rank hold WRD as of Q1 2018.

  • Summit Trail Advisors reported no remaining WildHorse Resource Development position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 36 WildHorse Resource Development shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in WildHorse Resource Development in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's WildHorse Resource Development position peaked at $1K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.