Douglass Winthrop Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.28M | Sell |
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|
2017
Q3 | $4.3M | Hold |
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|
2017
Q2 | $4.01M | Sell |
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|
2017
Q1 | $6.78M | Sell |
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|
2016
Q4 | $10.2M | Hold |
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|
2016
Q3 | $11.4M | Hold |
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|
2016
Q2 | $7.96M | Hold |
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|
2016
Q1 | $5.53M | Sell |
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|
2015
Q4 | $5.99M | Hold |
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|
2015
Q3 | $9.77M | Buy |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $247K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $372K | Hold |
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|
2014
Q2 | $402K | Hold |
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|
2014
Q1 | $340K | Hold |
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|
2013
Q4 | $397K | Hold |
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|
2013
Q3 | $369K | Hold |
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|
2013
Q2 | $286K | Buy |
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