Aveo Capital Partners’s SM Energy SM Stock Holding History

Aveo Capital Partners’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
2020 Q1	–	Sell	-20,402	Closed	-$229K	–	190
2019 Q4	$229K	Sell	20,402 -216	-1%	-$1.95K	0.09%	169
2019 Q3	$196K	Buy	20,618 +300	+1%	+$3.06K	0.08%	175
2019 Q2	$205K	Buy	20,318 +4,978	+32%	+$72.3K	0.09%	175
2019 Q1	$268K	Buy	+15,340	New	+$273K	0.12%	130

Other funds holding SM

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

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

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

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

EECFI

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

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aveo Capital Partners's SM Position: Q1 2020 in Review

Aveo Capital Partners sold out of SM Energy (SM) in Q1 2020, closing a stake of 20,402 shares — an estimated $229K sold.

Aveo Capital Partners first reported a position in SM in Q1 2019 and held it in 4 quarters. The position peaked at $268K in Q1 2019. 174 funds tracked by Wall St. Rank hold SM as of Q1 2020.

Aveo Capital Partners reported no remaining SM Energy position as of Q1 2020 after selling out during the quarter.
Aveo Capital Partners sold 20,402 SM Energy shares in Q1 2020, an estimated $229K.
Aveo Capital Partners first reported a position in SM Energy in Q1 2019 and held it in 4 quarters.
Aveo Capital Partners's SM Energy position peaked at $268K in Q1 2019.
174 funds tracked by Wall St. Rank held SM Energy as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.