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Prime Capital Investment Advisors’s SM Energy SM Stock Holding History

Prime Capital Investment Advisors’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
Q3 		– Sell
-150
Closed -$4K – 348
2018
Q2 		$4K Buy
+150
New +$3.5K ﹤0.01% 302

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors's SM Position: Q3 2018 in Review

Prime Capital Investment Advisors sold out of SM Energy (SM) in Q3 2018, closing a stake of 150 shares — an estimated $4K sold.

Prime Capital Investment Advisors first reported a position in SM in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 274 funds tracked by Wall St. Rank hold SM as of Q3 2018.

  • Prime Capital Investment Advisors reported no remaining SM Energy position as of Q3 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 150 SM Energy shares in Q3 2018, an estimated $4K.
  • Prime Capital Investment Advisors first reported a position in SM Energy in Q2 2018 and held it in 1 quarter.
  • Prime Capital Investment Advisors's SM Energy position peaked at $4K in Q2 2018.
  • 274 funds tracked by Wall St. Rank held SM Energy as of Q3 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.