OMCS
Old Mutual Customised Solutions’s SM Energy SM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$159K | 0.03% | 561 |
|
2013
Q3 | – | Sell |
-900
| Closed | -$54K | – | 1166 |
|
2013
Q2 | $54K | Buy |
+900
| New | +$54K | 0.02% | 696 |
|