WILLIAM MARSH RICE UNIVERSITY

HOUSTON, TX How do I update this listing?

William Marsh Rice University is based out of Houston. Their last reported 13F filing for Q2 2019 included $127,697,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. William Marsh Rice University's largest holding is Black Stone Minerals L.P. with shares held of 7,266,343. Whalewisdom has at least 11 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $127.697 Million
  • Prior Market Value $98.319 Million
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of5 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:200.00%
  • Turnover Alt % [2]: 39.34 %
  • Time Held Top20:6.67 quarters
  • Time Held Top10:6.67 quarters
  • Time Held All:6.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -26.89%
Performance Last 4 Quarters: -32.55%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

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