WFG Advisors’s Black Stone Minerals BSM Stock Holding History

WFG Advisors’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	-800	Closed	-$13K	–	1557
2017 Q1	$13K	Buy	+800	New	+$14.3K	﹤0.01%	1002
2016 Q4	–	Sell	-109	Closed	-$2K	–	1565
2016 Q3	$2K	Buy	109 +2	+2%	+$33	﹤0.01%	1387
2016 Q2	$2K	Buy	107 +2	+2%	+$31	﹤0.01%	1366
2016 Q1	$1K	Buy	105 +2	+2%	+$26	﹤0.01%	1398
2015 Q4	$1K	Buy	103 +2	+2%	+$29	﹤0.01%	1434
2015 Q3	$1K	Buy	101 +1	+1%	+$15	﹤0.01%	1476
2015 Q2	$2K	Buy	+100	New	+$1.77K	﹤0.01%	1468

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

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

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

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

WFG Advisors's BSM Position: Q2 2017 in Review

WFG Advisors sold out of Black Stone Minerals (BSM) in Q2 2017, closing a stake of 800 shares — an estimated $13K sold.

WFG Advisors first reported a position in BSM in Q2 2015 and held it in 7 quarters. The position peaked at $13K in Q1 2017. 66 funds tracked by Wall St. Rank hold BSM as of Q2 2017.

WFG Advisors reported no remaining Black Stone Minerals position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 800 Black Stone Minerals shares in Q2 2017, an estimated $13K.
WFG Advisors first reported a position in Black Stone Minerals in Q2 2015 and held it in 7 quarters.
WFG Advisors's Black Stone Minerals position peaked at $13K in Q1 2017.
66 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.