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Cypress Asset Management’s SM Energy SM Stock Holding History

Cypress Asset Management’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
-8,322
Closed -$262K – 169
2018
Q3 		$262K Sell
8,322
-153
-2% -$4.39K 0.08% 157
2018
Q2 		$218K Buy
+8,475
New +$198K 0.06% 170
2017
Q1 		– Sell
-6,974
Closed -$240K – 211
2016
Q4 		$240K Sell
6,974
-300
-4% -$10.8K 0.05% 191
2016
Q3 		$281K Buy
+7,274
New +$233K 0.06% 177
2015
Q2 		– Sell
-4,063
Closed -$210K – 213
2015
Q1 		$210K Buy
+4,063
New +$176K 0.04% 188

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

Cypress Asset Management's SM Position: Q4 2018 in Review

Cypress Asset Management sold out of SM Energy (SM) in Q4 2018, closing a stake of 8,322 shares — an estimated $262K sold.

Cypress Asset Management first reported a position in SM in Q1 2015 and held it in 5 quarters. The position peaked at $281K in Q3 2016. 239 funds tracked by Wall St. Rank hold SM as of Q4 2018.

  • Cypress Asset Management reported no remaining SM Energy position as of Q4 2018 after selling out during the quarter.
  • Cypress Asset Management sold 8,322 SM Energy shares in Q4 2018, an estimated $262K.
  • Cypress Asset Management first reported a position in SM Energy in Q1 2015 and held it in 5 quarters.
  • Cypress Asset Management's SM Energy position peaked at $281K in Q3 2016.
  • 239 funds tracked by Wall St. Rank held SM Energy as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.