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Wintrust Investments’s Black Stone Minerals BSM Stock Holding History

Wintrust Investments’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
2020
Q2 		– Sell
-51,726
Closed -$242K – 352
2020
Q1 		$242K Hold
51,726
– – 0.04% 273
2019
Q4 		$658K Hold
51,726
– – 0.09% 169
2019
Q3 		$737K Hold
51,726
– – 0.11% 149
2019
Q2 		$802K Buy
+51,726
New +$882K 0.12% 140

Other funds holding BSM

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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCS
Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Wintrust Investments's BSM Position: Q2 2020 in Review

Wintrust Investments sold out of Black Stone Minerals (BSM) in Q2 2020, closing a stake of 51,726 shares — an estimated $242K sold.

Wintrust Investments first reported a position in BSM in Q2 2019 and held it in 4 quarters. The position peaked at $802K in Q2 2019. 90 funds tracked by Wall St. Rank hold BSM as of Q2 2020.

  • Wintrust Investments reported no remaining Black Stone Minerals position as of Q2 2020 after selling out during the quarter.
  • Wintrust Investments sold 51,726 Black Stone Minerals shares in Q2 2020, an estimated $242K.
  • Wintrust Investments first reported a position in Black Stone Minerals in Q2 2019 and held it in 4 quarters.
  • Wintrust Investments's Black Stone Minerals position peaked at $802K in Q2 2019.
  • 90 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2020.

Based on Wintrust Investments's 13F filing for Q2 2020, filed 7 Aug 2020.