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BDO Wealth Advisors’s SM Energy SM Stock Holding History

BDO Wealth 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
2018
Q4 		– Sell
-76
Closed -$2K – 614
2018
Q3 		$2K Sell
76
-25
-25% -$718 ﹤0.01% 570
2018
Q2 		$3K Buy
101
+1
+1% +$23 ﹤0.01% 554
2018
Q1 		$2K Sell
100
-80
-44% -$1.73K ﹤0.01% 523
2017
Q4 		$4K Hold
180
– – ﹤0.01% 392
2017
Q3 		$3K Hold
180
– – ﹤0.01% 382
2017
Q2 		$3K Buy
+180
New +$3.57K ﹤0.01% 479

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BDO Wealth Advisors's SM Position: Q4 2018 in Review

BDO Wealth Advisors sold out of SM Energy (SM) in Q4 2018, closing a stake of 76 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in SM in Q2 2017 and held it in 6 quarters. The position peaked at $4K in Q4 2017. 239 funds tracked by Wall St. Rank hold SM as of Q4 2018.

  • BDO Wealth Advisors reported no remaining SM Energy position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 76 SM Energy shares in Q4 2018, an estimated $2K.
  • BDO Wealth Advisors first reported a position in SM Energy in Q2 2017 and held it in 6 quarters.
  • BDO Wealth Advisors's SM Energy position peaked at $4K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held SM Energy as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.