Jafra Capital Management’s SM Energy SM Stock Holding History

Jafra Capital 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
2017 Q1	–	Sell	-20,000	Closed	-$690K	–	88
2016 Q4	$690K	Buy	+20,000	New	+$723K	0.58%	56

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

Jafra Capital Management's SM Position: Q1 2017 in Review

Jafra Capital Management sold out of SM Energy (SM) in Q1 2017, closing a stake of 20,000 shares — an estimated $690K sold.

Jafra Capital Management first reported a position in SM in Q4 2016 and held it in 1 quarter. The position peaked at $690K in Q4 2016. 265 funds tracked by Wall St. Rank hold SM as of Q1 2017.

Jafra Capital Management reported no remaining SM Energy position as of Q1 2017 after selling out during the quarter.
Jafra Capital Management sold 20,000 SM Energy shares in Q1 2017, an estimated $690K.
Jafra Capital Management first reported a position in SM Energy in Q4 2016 and held it in 1 quarter.
Jafra Capital Management's SM Energy position peaked at $690K in Q4 2016.
265 funds tracked by Wall St. Rank held SM Energy as of Q1 2017.

Based on Jafra Capital Management's 13F filing for Q1 2017, filed 15 May 2017.