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Financial Architects (New Jersey)’s SM Energy SM Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-400
Closed -$7K – 1436
2019
Q1 		$7K Sell
400
-700
-64% -$12.4K ﹤0.01% 1172
2018
Q4 		$17K Buy
+1,100
New +$25.4K ﹤0.01% 849
2018
Q2 		– Sell
-200
Closed -$4K – 1489
2018
Q1 		$4K Sell
200
-301
-60% -$6.5K ﹤0.01% 1266
2017
Q4 		$11K Buy
501
+200
+66% +$4.04K ﹤0.01% 1132
2017
Q3 		$5K Sell
301
-400
-57% -$6.25K ﹤0.01% 1278
2017
Q2 		$12K Buy
701
+400
+133% +$7.94K ﹤0.01% 1097
2017
Q1 		$7K Buy
+301
New +$8.34K ﹤0.01% 1227
2015
Q3 		– Sell
-275
Closed -$13K – 794
2015
Q2 		$13K Buy
275
+107
+64% +$5.65K ﹤0.01% 735
2015
Q1 		$9K Buy
+168
New +$7.29K ﹤0.01% 754
2014
Q4 		– Sell
-1,000
Closed -$78K – 1028
2014
Q3 		$78K Buy
+1,000
New +$81.6K 0.04% 256

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Architects (New Jersey)'s SM Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of SM Energy (SM) in Q2 2019, closing a stake of 400 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in SM in Q3 2014 and held it in 10 quarters. The position peaked at $78K in Q3 2014. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 400 SM Energy shares in Q2 2019, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in SM Energy in Q3 2014 and held it in 10 quarters.
  • Financial Architects (New Jersey)'s SM Energy position peaked at $78K in Q3 2014.
  • 230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.