JIR
SGY

James Investment Research’s Stone Energy SGY Stock Holding History

James Investment Research’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15
Closed -$40K – 558
2014
Q2 		$40K Hold
15
– – ﹤0.01% 388
2014
Q1 		$36K Hold
15
– – ﹤0.01% 399
2013
Q4 		$30K Hold
15
– – ﹤0.01% 406
2013
Q3 		$28K Hold
15
– – ﹤0.01% 402
2013
Q2 		$19K Buy
+15
New +$18.2K ﹤0.01% 423

Other funds holding SGY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

James Investment Research's SGY Position: Q3 2014 in Review

James Investment Research sold out of Stone Energy (SGY) in Q3 2014, closing a stake of 15 shares — an estimated $40K sold.

James Investment Research first reported a position in SGY in Q2 2013 and held it in 5 quarters. The position peaked at $40K in Q2 2014. 213 funds tracked by Wall St. Rank hold SGY as of Q3 2014.

  • James Investment Research reported no remaining Stone Energy position as of Q3 2014 after selling out during the quarter.
  • James Investment Research sold 15 Stone Energy shares in Q3 2014, an estimated $40K.
  • James Investment Research first reported a position in Stone Energy in Q2 2013 and held it in 5 quarters.
  • James Investment Research's Stone Energy position peaked at $40K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held Stone Energy as of Q3 2014.

Based on James Investment Research's 13F filing for Q3 2014, filed 9 Oct 2014.