WA
TPL icon

WFG Advisors’s Texas Pacific Land TPL Stock Holding History

WFG Advisors’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
2017
Q2 		$171K Buy
5,238
+1,278
+32% +$41.3K 0.04% 405
2017
Q1 		$123K Sell
3,960
-1,278
-24% -$43K 0.03% 440
2016
Q4 		$173K Hold
5,238
– – 0.04% 413
2016
Q3 		$139K Hold
5,238
– – 0.03% 450
2016
Q2 		$98K Hold
5,238
– – 0.03% 502
2016
Q1 		$85K Sell
5,238
-900
-15% -$13.2K 0.02% 518
2015
Q4 		$89K Buy
6,138
+1,305
+27% +$20.8K 0.03% 500
2015
Q3 		$75K Buy
4,833
+3,042
+170% +$45.2K 0.02% 530
2015
Q2 		$30K Hold
1,791
– – 0.01% 872
2015
Q1 		$29K Sell
1,791
-342
-16% -$4.92K 0.01% 890
2014
Q4 		$28K Buy
2,133
+72
+3% +$1.18K 0.01% 1112
2014
Q3 		$44K Hold
2,061
– – 0.01% 980
2014
Q2 		$37K Buy
2,061
+126
+7% +$2.08K 0.01% 1033
2014
Q1 		$28K Buy
1,935
+144
+8% +$1.88K 0.01% 1132
2013
Q4 		$20K Hold
1,791
– – ﹤0.01% 1349
2013
Q3 		$17K Sell
1,791
-180
-9% -$1.7K ﹤0.01% 1340
2013
Q2 		$18K Buy
+1,971
New +$17K ﹤0.01% 1254

Other funds holding TPL

HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $277M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $270M AUM 39.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return