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Advisor Group’s SM Energy SM Stock Holding History

Advisor Group’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3K Sell
324
-61
-16% -$550 ﹤0.01% 4879
2019
Q3 		$3K Sell
385
-1,699
-82% -$17.3K ﹤0.01% 4868
2019
Q2 		$26K Buy
2,084
+392
+23% +$5.69K ﹤0.01% 3810
2019
Q1 		$29K Sell
1,692
-823
-33% -$14.6K ﹤0.01% 3758
2018
Q4 		$39K Buy
2,515
+998
+66% +$23.1K ﹤0.01% 3369
2018
Q3 		$48K Buy
1,517
+31
+2% +$890 ﹤0.01% 3326
2018
Q2 		$38K Sell
1,486
-818
-36% -$19.1K ﹤0.01% 3309
2018
Q1 		$42K Buy
2,304
+137
+6% +$2.96K ﹤0.01% 3201
2017
Q4 		$48K Buy
2,167
+1,353
+166% +$27.3K ﹤0.01% 3113
2017
Q3 		$14K Hold
814
– – ﹤0.01% 3782
2017
Q2 		$14K Buy
814
+350
+75% +$6.95K ﹤0.01% 3744
2017
Q1 		$11K Buy
464
+11
+2% +$305 ﹤0.01% 3735
2016
Q4 		$16K Buy
453
+218
+93% +$7.88K ﹤0.01% 3369
2016
Q3 		$9K Sell
235
-500
-68% -$16K ﹤0.01% 3629
2016
Q2 		$18K Buy
+735
New +$20.6K ﹤0.01% 3138

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Advisor Group's SM Position: Q4 2019 in Review

Advisor Group reduced its SM Energy (SM) stake by 16% in Q4 2019, selling an estimated $550 and leaving 324 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4879.

Advisor Group first reported a position in SM in Q2 2016 and has held it in 15 quarters since. The position peaked at $48K in Q3 2018. 219 funds tracked by Wall St. Rank hold SM as of Q4 2019.

  • Advisor Group held 324 shares of SM Energy worth $3K as of Q4 2019.
  • Advisor Group sold 61 SM Energy shares in Q4 2019, an estimated $550.
  • SM Energy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4879 holding.
  • Advisor Group first reported a position in SM Energy in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's SM Energy position peaked at $48K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held SM Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.