BIM
SGY

BRC Investment Management’s Stone Energy SGY Stock Holding History

BRC Investment Management’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
2013
Q4 		– Sell
-314
Closed -$579K – 191
2013
Q3 		$579K Sell
314
-76
-19% -$118K 0.09% 70
2013
Q2 		$488K Buy
+390
New +$473K 0.09% 77

Other funds holding SGY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BRC Investment Management's SGY Position: Q4 2013 in Review

BRC Investment Management sold out of Stone Energy (SGY) in Q4 2013, closing a stake of 314 shares — an estimated $579K sold.

BRC Investment Management first reported a position in SGY in Q2 2013 and held it in 2 quarters. The position peaked at $579K in Q3 2013. 210 funds tracked by Wall St. Rank hold SGY as of Q4 2013.

  • BRC Investment Management reported no remaining Stone Energy position as of Q4 2013 after selling out during the quarter.
  • BRC Investment Management sold 314 Stone Energy shares in Q4 2013, an estimated $579K.
  • BRC Investment Management first reported a position in Stone Energy in Q2 2013 and held it in 2 quarters.
  • BRC Investment Management's Stone Energy position peaked at $579K in Q3 2013.
  • 210 funds tracked by Wall St. Rank held Stone Energy as of Q4 2013.

Based on BRC Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.