Ford Financial Group’s SM Energy SM Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-71	Closed	-$1K	–	314
2017 Q4	$1K	Buy	+71	New	+$1.43K	﹤0.01%	428

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Ford Financial Group's SM Position: Q1 2018 in Review

Ford Financial Group sold out of SM Energy (SM) in Q1 2018, closing a stake of 71 shares — an estimated $1K sold.

Ford Financial Group first reported a position in SM in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 252 funds tracked by Wall St. Rank hold SM as of Q1 2018.

Ford Financial Group reported no remaining SM Energy position as of Q1 2018 after selling out during the quarter.
Ford Financial Group sold 71 SM Energy shares in Q1 2018, an estimated $1K.
Ford Financial Group first reported a position in SM Energy in Q4 2017 and held it in 1 quarter.
Ford Financial Group's SM Energy position peaked at $1K in Q4 2017.
252 funds tracked by Wall St. Rank held SM Energy as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.