AR
SEMG

Advisory Research’s SEMGROUP CORPORATION SEMG Stock Holding History

Advisory Research’s Portfolio SEMG Stock Details SEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-45,423
Closed -$1.23M – 487
2017
Q2 		$1.23M Hold
45,423
– – 0.02% 293
2017
Q1 		$1.64M Hold
45,423
– – 0.02% 274
2016
Q4 		$1.9M Sell
45,423
-12,428
-21% -$445K 0.03% 217
2016
Q3 		$2.04M Buy
+57,851
New +$1.84M 0.03% 145

Other funds holding SEMG

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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 $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research's SEMG Position: Q3 2017 in Review

Advisory Research sold out of SEMGROUP CORPORATION (SEMG) in Q3 2017, closing a stake of 45,423 shares — an estimated $1.23M sold.

Advisory Research first reported a position in SEMG in Q3 2016 and held it in 4 quarters. The position peaked at $2.04M in Q3 2016. 153 funds tracked by Wall St. Rank hold SEMG as of Q3 2017.

  • Advisory Research reported no remaining SEMGROUP CORPORATION position as of Q3 2017 after selling out during the quarter.
  • Advisory Research sold 45,423 SEMGROUP CORPORATION shares in Q3 2017, an estimated $1.23M.
  • Advisory Research first reported a position in SEMGROUP CORPORATION in Q3 2016 and held it in 4 quarters.
  • Advisory Research's SEMGROUP CORPORATION position peaked at $2.04M in Q3 2016.
  • 153 funds tracked by Wall St. Rank held SEMGROUP CORPORATION as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.