VFA
WRD

Valeo Financial Advisors’s WildHorse Resource Development WRD Stock Holding History

Valeo Financial 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
Q4 		– Sell
-86
Closed -$1.69K – 1862
2018
Q3 		$2K Buy
86
+60
+231% +$1.29K ﹤0.01% 1558
2018
Q2 		$0 Hold
26
– – ﹤0.01% 1816
2018
Q1 		$0 Hold
26
– – ﹤0.01% 1633
2017
Q4 		$0 Buy
+26
New +$391 ﹤0.01% 1463

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 $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's WRD Position: Q4 2018 in Review

Valeo Financial Advisors sold out of WildHorse Resource Development (WRD) in Q4 2018, closing a stake of 86 shares — an estimated $1.69K sold.

Valeo Financial Advisors first reported a position in WRD in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 149 funds tracked by Wall St. Rank hold WRD as of Q4 2018.

  • Valeo Financial Advisors reported no remaining WildHorse Resource Development position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 86 WildHorse Resource Development shares in Q4 2018, an estimated $1.69K.
  • Valeo Financial Advisors first reported a position in WildHorse Resource Development in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's WildHorse Resource Development position peaked at $2K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held WildHorse Resource Development as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.