PCM
SGY

Palouse Capital Management’s Stone Energy SGY Stock Holding History

Palouse Capital Management’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-212
Closed -$391K – 129
2013
Q3 		$391K Sell
212
-2
-0.9% -$3.12K 0.16% 82
2013
Q2 		$268K Buy
+214
New +$260K 0.11% 101

Other funds holding SGY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Palouse Capital Management's SGY Position: Q4 2013 in Review

Palouse Capital Management sold out of Stone Energy (SGY) in Q4 2013, closing a stake of 212 shares — an estimated $391K sold.

Palouse Capital Management first reported a position in SGY in Q2 2013 and held it in 2 quarters. The position peaked at $391K in Q3 2013. 210 funds tracked by Wall St. Rank hold SGY as of Q4 2013.

  • Palouse Capital Management reported no remaining Stone Energy position as of Q4 2013 after selling out during the quarter.
  • Palouse Capital Management sold 212 Stone Energy shares in Q4 2013, an estimated $391K.
  • Palouse Capital Management first reported a position in Stone Energy in Q2 2013 and held it in 2 quarters.
  • Palouse Capital Management's Stone Energy position peaked at $391K in Q3 2013.
  • 210 funds tracked by Wall St. Rank held Stone Energy as of Q4 2013.

Based on Palouse Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.