BFEC
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Benjamin F. Edwards & Company’s SM Energy SM Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-200
Closed -$3K – 1971
2019
Q1 		$3K Hold
200
– – ﹤0.01% 1577
2018
Q4 		$3K Buy
+200
New +$4.63K ﹤0.01% 1565
2016
Q2 		– Sell
-33
Closed -$1K – 1132
2016
Q1 		$1K Sell
33
-200
-86% -$2.76K ﹤0.01% 1062
2015
Q4 		$5K Buy
233
+200
+606% +$6.1K ﹤0.01% 971
2015
Q3 		$1K Sell
33
-108
-77% -$3.92K ﹤0.01% 1108
2015
Q2 		$7K Sell
141
-567
-80% -$29.9K ﹤0.01% 991
2015
Q1 		$37K Buy
+708
New +$30.7K 0.01% 629

Other funds holding SM

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

Benjamin F. Edwards & Company's SM Position: Q2 2019 in Review

Benjamin F. Edwards & Company sold out of SM Energy (SM) in Q2 2019, closing a stake of 200 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SM in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q1 2015. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

  • Benjamin F. Edwards & Company reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 200 SM Energy shares in Q2 2019, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in SM Energy in Q1 2015 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's SM Energy position peaked at $37K in Q1 2015.
  • 230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2019, filed 8 Aug 2019.