EA
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Emerald Advisers’s SM Energy SM Stock Holding History

Emerald Advisers’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
2017
Q3 		– Sell
-35,243
Closed -$583K – 249
2017
Q2 		$583K Sell
35,243
-3,322
-9% -$65.9K 0.02% 192
2017
Q1 		$926K Buy
38,565
+2,400
+7% +$66.5K 0.04% 184
2016
Q4 		$1.25M Buy
+36,165
New +$1.31M 0.05% 176
2016
Q1 		– Sell
-21,479
Closed -$422K – 332
2015
Q4 		$422K Sell
21,479
-6,828
-24% -$208K 0.02% 296
2015
Q3 		$907K Buy
28,307
+7,578
+37% +$275K 0.05% 257
2015
Q2 		$956K Sell
20,729
-13,642
-40% -$720K 0.05% 258
2015
Q1 		$1.9M Buy
+34,371
New +$1.49M 0.1% 218

Other funds holding SM

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Emerald Advisers's SM Position: Q3 2017 in Review

Emerald Advisers sold out of SM Energy (SM) in Q3 2017, closing a stake of 35,243 shares — an estimated $583K sold.

Emerald Advisers first reported a position in SM in Q1 2015 and held it in 7 quarters. The position peaked at $1.9M in Q1 2015. 241 funds tracked by Wall St. Rank hold SM as of Q3 2017.

  • Emerald Advisers reported no remaining SM Energy position as of Q3 2017 after selling out during the quarter.
  • Emerald Advisers sold 35,243 SM Energy shares in Q3 2017, an estimated $583K.
  • Emerald Advisers first reported a position in SM Energy in Q1 2015 and held it in 7 quarters.
  • Emerald Advisers's SM Energy position peaked at $1.9M in Q1 2015.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q3 2017.

Based on Emerald Advisers's 13F filing for Q3 2017, filed 30 Oct 2017.