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Buffington Mohr McNeal’s Sempra SRE Stock Holding History

Buffington Mohr McNeal’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-32
Closed -$2K – 293
2019
Q1 		$2K Buy
+32
New +$1.89K ﹤0.01% 342
2014
Q3 		– Sell
-2,800
Closed -$147K – 82
2014
Q2 		$147K Sell
2,800
-1,400
-33% -$69.5K 0.08% 64
2014
Q1 		$203K Buy
4,200
+200
+5% +$9.3K 0.12% 56
2013
Q4 		$180K Hold
4,000
– – 0.11% 59
2013
Q3 		$171K Buy
+4,000
New +$170K 0.11% 60

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Buffington Mohr McNeal's SRE Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Sempra (SRE) in Q2 2019, closing a stake of 32 shares — an estimated $2K sold.

Buffington Mohr McNeal first reported a position in SRE in Q3 2013 and held it in 5 quarters. The position peaked at $203K in Q1 2014. 747 funds tracked by Wall St. Rank hold SRE as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining Sempra position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 32 Sempra shares in Q2 2019, an estimated $2K.
  • Buffington Mohr McNeal first reported a position in Sempra in Q3 2013 and held it in 5 quarters.
  • Buffington Mohr McNeal's Sempra position peaked at $203K in Q1 2014.
  • 747 funds tracked by Wall St. Rank held Sempra as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.