Harvest Group Wealth Management’s SM Energy SM Stock Holding History

Harvest Group Wealth Management’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
2020 Q1	–	Sell	-177	Closed	-$1K	–	947
2019 Q4	$1K	Sell	177 -55	-24%	-$496	﹤0.01%	859
2019 Q3	$2K	Buy	232 +120	+107%	+$1.22K	﹤0.01%	762
2019 Q2	$1K	Buy	112 +48	+75%	+$697	﹤0.01%	805
2019 Q1	$1K	Buy	+64	New	+$1.14K	﹤0.01%	840

Other funds holding SM

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

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

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

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

EECFI

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

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's SM Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of SM Energy (SM) in Q1 2020, closing a stake of 177 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in SM in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 174 funds tracked by Wall St. Rank hold SM as of Q1 2020.

Harvest Group Wealth Management reported no remaining SM Energy position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 177 SM Energy shares in Q1 2020, an estimated $1K.
Harvest Group Wealth Management first reported a position in SM Energy in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's SM Energy position peaked at $2K in Q3 2019.
174 funds tracked by Wall St. Rank held SM Energy as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.