Magnus Financial Group’s SM Energy SM Stock Holding History

Magnus Financial 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 Q4	–	Sell	-14,117	Closed	-$137K	–	619
2019 Q3	$137K	Buy	+14,117	New	+$144K	0.03%	480

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Magnus Financial Group's SM Position: Q4 2019 in Review

Magnus Financial Group sold out of SM Energy (SM) in Q4 2019, closing a stake of 14,117 shares — an estimated $137K sold.

Magnus Financial Group first reported a position in SM in Q3 2019 and held it in 1 quarter. The position peaked at $137K in Q3 2019. 219 funds tracked by Wall St. Rank hold SM as of Q4 2019.

Magnus Financial Group reported no remaining SM Energy position as of Q4 2019 after selling out during the quarter.
Magnus Financial Group sold 14,117 SM Energy shares in Q4 2019, an estimated $137K.
Magnus Financial Group first reported a position in SM Energy in Q3 2019 and held it in 1 quarter.
Magnus Financial Group's SM Energy position peaked at $137K in Q3 2019.
219 funds tracked by Wall St. Rank held SM Energy as of Q4 2019.

Based on Magnus Financial Group's 13F filing for Q4 2019, filed 28 Jan 2020.