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Emerald Acquisition’s SM Energy SM Stock Holding History

Emerald Acquisition’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
2016
Q3 		$68K Sell
1,761
-1,114
-39% -$35.7K ﹤0.01% 2864
2016
Q2 		$77K Buy
+2,875
New +$80.6K ﹤0.01% 2868

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Emerald Acquisition's SM Position: Q3 2016 in Review

Emerald Acquisition reduced its SM Energy (SM) stake by 39% in Q3 2016, selling an estimated $35.7K and leaving 1,761 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

Emerald Acquisition first reported a position in SM in Q2 2016 and has held it in 2 quarters since. The position peaked at $77K in Q2 2016. 266 funds tracked by Wall St. Rank hold SM as of Q3 2016.

  • Emerald Acquisition held 1,761 shares of SM Energy worth $68K as of Q3 2016.
  • Emerald Acquisition sold 1,114 SM Energy shares in Q3 2016, an estimated $35.7K.
  • SM Energy made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2864 holding.
  • Emerald Acquisition first reported a position in SM Energy in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's SM Energy position peaked at $77K in Q2 2016.
  • 266 funds tracked by Wall St. Rank held SM Energy as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.