Pathstone Family Office’s SM Energy SM Stock Holding History

Pathstone Family Office’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 Q2	–	Sell	-90	Closed	-$2K	–	866
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	802
2018 Q4	$1K	Buy	+90	New	+$2.08K	﹤0.01%	517

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Pathstone Family Office's SM Position: Q2 2019 in Review

Pathstone Family Office sold out of SM Energy (SM) in Q2 2019, closing a stake of 90 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in SM in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

Pathstone Family Office reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
Pathstone Family Office sold 90 SM Energy shares in Q2 2019, an estimated $2K.
Pathstone Family Office first reported a position in SM Energy in Q4 2018 and held it in 2 quarters.
Pathstone Family Office's SM Energy position peaked at $2K in Q1 2019.
230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.