Old Mutual Customised Solutions’s SM Energy SM Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$118K	Hold	4,600	–	–	0.01%	652
2018 Q1	$83K	Hold	4,600	–	–	0.01%	687
2017 Q4	$102K	Hold	4,600	–	–	0.01%	664
2017 Q3	$82K	Hold	4,600	–	–	0.01%	712
2017 Q2	$76K	Hold	4,600	–	–	0.01%	712
2017 Q1	$110K	Hold	4,600	–	–	0.02%	640
2016 Q4	$159K	Buy	+4,600	New	+$166K	0.03%	561
2013 Q3	–	Sell	-900	Closed	-$54K	–	1166
2013 Q2	$54K	Buy	+900	New	+$54.9K	0.02%	696

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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

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

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

Old Mutual Customised Solutions's SM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its SM Energy (SM) position steady in Q2 2018 at 4,600 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #652.

Old Mutual Customised Solutions first reported a position in SM in Q2 2013 and has held it in 8 quarters since. The position peaked at $159K in Q4 2016. 267 funds tracked by Wall St. Rank hold SM as of Q2 2018.

Old Mutual Customised Solutions held 4,600 shares of SM Energy worth $118K as of Q2 2018.
Old Mutual Customised Solutions left its SM Energy share count unchanged in Q2 2018.
SM Energy made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #652 holding.
Old Mutual Customised Solutions first reported a position in SM Energy in Q2 2013 and has held it in 8 quarters since.
Old Mutual Customised Solutions's SM Energy position peaked at $159K in Q4 2016.
267 funds tracked by Wall St. Rank held SM Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.