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Tolleson Wealth Management’s Texas Pacific Land TPL Stock Holding History

Tolleson Wealth Management’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-18,000
Closed -$760K – 70
2020
Q1 		$760K Buy
+18,000
New +$1.32M 0.33% 37

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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tolleson Wealth Management's TPL Position: Q2 2020 in Review

Tolleson Wealth Management sold out of Texas Pacific Land (TPL) in Q2 2020, closing a stake of 18,000 shares — an estimated $760K sold.

Tolleson Wealth Management first reported a position in TPL in Q1 2020 and held it in 1 quarter. The position peaked at $760K in Q1 2020. 235 funds tracked by Wall St. Rank hold TPL as of Q2 2020.

  • Tolleson Wealth Management reported no remaining Texas Pacific Land position as of Q2 2020 after selling out during the quarter.
  • Tolleson Wealth Management sold 18,000 Texas Pacific Land shares in Q2 2020, an estimated $760K.
  • Tolleson Wealth Management first reported a position in Texas Pacific Land in Q1 2020 and held it in 1 quarter.
  • Tolleson Wealth Management's Texas Pacific Land position peaked at $760K in Q1 2020.
  • 235 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2020.

Based on Tolleson Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.