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Waldron Private Wealth’s Black Stone Minerals BSM Stock Holding History

Waldron Private Wealth’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25,000
Closed -$412K – 148
2017
Q1 		$412K Buy
+25,000
New +$446K 0.1% 126

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HC
Hawkins Capital Houston, Texas $55.4M AUM 11.12% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Waldron Private Wealth's BSM Position: Q2 2017 in Review

Waldron Private Wealth sold out of Black Stone Minerals (BSM) in Q2 2017, closing a stake of 25,000 shares — an estimated $412K sold.

Waldron Private Wealth first reported a position in BSM in Q1 2017 and held it in 1 quarter. The position peaked at $412K in Q1 2017. 66 funds tracked by Wall St. Rank hold BSM as of Q2 2017.

  • Waldron Private Wealth reported no remaining Black Stone Minerals position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 25,000 Black Stone Minerals shares in Q2 2017, an estimated $412K.
  • Waldron Private Wealth first reported a position in Black Stone Minerals in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Black Stone Minerals position peaked at $412K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.