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JOYN Advisors’s SM Energy SM Stock Holding History

JOYN Advisors’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
-809
Closed -$13K – 1193
2018
Q4 		$13K Buy
809
+413
+104% +$9.55K ﹤0.01% 866
2018
Q3 		$12K Buy
396
+104
+36% +$2.99K ﹤0.01% 886
2018
Q2 		$8K Buy
292
+169
+137% +$3.95K ﹤0.01% 996
2018
Q1 		$2K Buy
+123
New +$2.66K ﹤0.01% 1098

Other funds holding SM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JOYN Advisors's SM Position: Q1 2019 in Review

JOYN Advisors sold out of SM Energy (SM) in Q1 2019, closing a stake of 809 shares — an estimated $13K sold.

JOYN Advisors first reported a position in SM in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q4 2018. 251 funds tracked by Wall St. Rank hold SM as of Q1 2019.

  • JOYN Advisors reported no remaining SM Energy position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 809 SM Energy shares in Q1 2019, an estimated $13K.
  • JOYN Advisors first reported a position in SM Energy in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's SM Energy position peaked at $13K in Q4 2018.
  • 251 funds tracked by Wall St. Rank held SM Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.