Jefferies Group’s SM Energy SM Stock Holding History

Jefferies 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
2019 Q1	–	Sell	-140,300	Closed	-$2.17M	–	2603
2018 Q4	$2.17M	Buy	+140,300	New	+$3.24M	0.02%	775
2018 Q1	–	Sell	-7,500	Closed	-$166K	–	2664
2017 Q4	$166K	Sell	7,500 -17,500	-70%	-$353K	﹤0.01%	2264
2017 Q3	$444K	Buy	+25,000	New	+$391K	﹤0.01%	1694
2017 Q2	–	Sell	-25,000	Closed	-$601K	–	2535
2017 Q1	$601K	Buy	+25,000	New	+$692K	﹤0.01%	1520

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

Jefferies Group's SM Position: Q1 2020 in Review

Jefferies Group sold out of SM Energy (SM) in Q1 2020, closing a stake of 29,022 shares — an estimated $326K sold.

Jefferies Group first reported a position in SM in Q3 2013 and held it in 22 quarters. The position peaked at $8.06M in Q1 2015. 173 funds tracked by Wall St. Rank hold SM as of Q1 2020.

Jefferies Group reported no remaining SM Energy position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 29,022 SM Energy shares in Q1 2020, an estimated $326K.
Jefferies Group first reported a position in SM Energy in Q3 2013 and held it in 22 quarters.
Jefferies Group's SM Energy position peaked at $8.06M in Q1 2015.
173 funds tracked by Wall St. Rank held SM Energy as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.