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Cornerstone Advisors (Washington)’s SM Energy SM Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-136
Closed -$2K – 1282
2019
Q2 		$2K Buy
+136
New +$1.97K ﹤0.01% 1183

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
OAMA
Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of SM Energy (SM) in Q3 2019, closing a stake of 136 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in SM in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining SM Energy position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 136 SM Energy shares in Q3 2019, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in SM Energy in Q2 2019 and held it in 1 quarter.
  • Cornerstone Advisors (Washington)'s SM Energy position peaked at $2K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.