R&F Capital Advisors’s SM Energy SM Stock Holding History

R&F Capital 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
2017 Q1	–	Sell	-7,990	Closed	-$275K	–	809
2016 Q4	$275K	Buy	+7,990	New	+$289K	0.1%	324

Other funds holding SM

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Reservoir Operations New York $13.2M AUM 10.1% 1-Year Est. Return

R&F Capital Advisors's SM Position: Q1 2017 in Review

R&F Capital Advisors sold out of SM Energy (SM) in Q1 2017, closing a stake of 7,990 shares — an estimated $275K sold.

R&F Capital Advisors first reported a position in SM in Q4 2016 and held it in 1 quarter. The position peaked at $275K in Q4 2016. 265 funds tracked by Wall St. Rank hold SM as of Q1 2017.

R&F Capital Advisors reported no remaining SM Energy position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 7,990 SM Energy shares in Q1 2017, an estimated $275K.
R&F Capital Advisors first reported a position in SM Energy in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's SM Energy position peaked at $275K in Q4 2016.
265 funds tracked by Wall St. Rank held SM Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.