Alera Investment Advisors’s SM Energy SM Stock Holding History

Alera Investment Advisors’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 Q1	–	Sell	-43	Closed	-$1K	–	1320
2018 Q4	$1K	Buy	+43	New	+$994	﹤0.01%	1008

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alera Investment Advisors's SM Position: Q1 2019 in Review

Alera Investment Advisors sold out of SM Energy (SM) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SM in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 251 funds tracked by Wall St. Rank hold SM as of Q1 2019.

Alera Investment Advisors reported no remaining SM Energy position as of Q1 2019 after selling out during the quarter.
Alera Investment Advisors sold 43 SM Energy shares in Q1 2019, an estimated $1K.
Alera Investment Advisors first reported a position in SM Energy in Q4 2018 and held it in 1 quarter.
Alera Investment Advisors's SM Energy position peaked at $1K in Q4 2018.
251 funds tracked by Wall St. Rank held SM Energy as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.