United Capital Financial Advisors’s Whiting Petroleum Corporation WLL Stock Holding History

United Capital Financial Advisors’s Portfolio WLL Stock Details WLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-137	Closed	-$83K	–	1461
2019 Q3	$83K	Buy	+137	New	+$116K	﹤0.01%	1251
2019 Q2	–	Sell	-224	Closed	-$439K	–	1515
2019 Q1	$439K	Sell	224 -10	-4%	-$20.2K	﹤0.01%	1022
2018 Q4	$398K	Buy	+234	New	+$601K	﹤0.01%	978
2015 Q2	–	Sell	-22	Closed	-$249K	–	1341
2015 Q1	$249K	Buy	+22	New	+$223K	﹤0.01%	1123
2013 Q4	–	Sell	-43	Closed	-$781K	–	806
2013 Q3	$781K	Sell	43 -2	-4%	-$31K	0.02%	377
2013 Q2	$616K	Buy	+45	New	+$628K	0.02%	476

Other funds holding WLL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

United Capital Financial Advisors's WLL Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Whiting Petroleum Corporation (WLL) in Q4 2019, closing a stake of 137 shares — an estimated $83K sold.

United Capital Financial Advisors first reported a position in WLL in Q2 2013 and held it in 6 quarters. The position peaked at $781K in Q3 2013. 199 funds tracked by Wall St. Rank hold WLL as of Q4 2019.

United Capital Financial Advisors reported no remaining Whiting Petroleum Corporation position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 137 Whiting Petroleum Corporation shares in Q4 2019, an estimated $83K.
United Capital Financial Advisors first reported a position in Whiting Petroleum Corporation in Q2 2013 and held it in 6 quarters.
United Capital Financial Advisors's Whiting Petroleum Corporation position peaked at $781K in Q3 2013.
199 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.