AI
SGY

Atria Investments’s Stone Energy SGY Stock Holding History

Atria Investments’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-989
Closed -$1.94M – 484
2013
Q4 		$1.94M Buy
989
+288
+41% +$551K 0.19% 96
2013
Q3 		$1.29M Buy
701
+498
+245% +$776K 0.13% 117
2013
Q2 		$254K Buy
+203
New +$246K 0.03% 342

Other funds holding SGY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Atria Investments's SGY Position: Q1 2014 in Review

Atria Investments sold out of Stone Energy (SGY) in Q1 2014, closing a stake of 989 shares — an estimated $1.94M sold.

Atria Investments first reported a position in SGY in Q2 2013 and held it in 3 quarters. The position peaked at $1.94M in Q4 2013. 208 funds tracked by Wall St. Rank hold SGY as of Q1 2014.

  • Atria Investments reported no remaining Stone Energy position as of Q1 2014 after selling out during the quarter.
  • Atria Investments sold 989 Stone Energy shares in Q1 2014, an estimated $1.94M.
  • Atria Investments first reported a position in Stone Energy in Q2 2013 and held it in 3 quarters.
  • Atria Investments's Stone Energy position peaked at $1.94M in Q4 2013.
  • 208 funds tracked by Wall St. Rank held Stone Energy as of Q1 2014.

Based on Atria Investments's 13F filing for Q1 2014, filed 12 May 2014.