B. Riley Wealth Management’s SM Energy SM Stock Holding History

B. Riley Wealth Management’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
2018 Q4	–	Sell	-7,514	Closed	-$237K	–	396
2018 Q3	$237K	Buy	+7,514	New	+$216K	0.06%	259

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

EECFI

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

B. Riley Wealth Management's SM Position: Q4 2018 in Review

B. Riley Wealth Management sold out of SM Energy (SM) in Q4 2018, closing a stake of 7,514 shares — an estimated $237K sold.

B. Riley Wealth Management first reported a position in SM in Q3 2018 and held it in 1 quarter. The position peaked at $237K in Q3 2018. 239 funds tracked by Wall St. Rank hold SM as of Q4 2018.

B. Riley Wealth Management reported no remaining SM Energy position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Management sold 7,514 SM Energy shares in Q4 2018, an estimated $237K.
B. Riley Wealth Management first reported a position in SM Energy in Q3 2018 and held it in 1 quarter.
B. Riley Wealth Management's SM Energy position peaked at $237K in Q3 2018.
239 funds tracked by Wall St. Rank held SM Energy as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.