Rehmann Capital Advisory Group’s SM Energy SM Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-86	Closed	-$1.08K	–	2050
2019 Q2	$1.08K	Buy	86 +30	+54%	+$435	﹤0.01%	1912
2019 Q1	$979	Buy	56 +41	+273%	+$728	﹤0.01%	1936
2018 Q4	$232	Hold	15	–	–	﹤0.01%	1791
2018 Q3	$472	Buy	+15	New	+$431	﹤0.01%	2067
2018 Q2	–	Sell	-2	Closed	–	–	2232
2018 Q1	$0	Buy	+2	New	+$43	﹤0.01%	2043
2014 Q4	–	Sell	-2,855	Closed	-$223K	–	354
2014 Q3	$223K	Buy	2,855 +393	+16%	+$32.1K	0.05%	287
2014 Q2	$207K	Sell	2,462 -1,054	-30%	-$80.8K	0.05%	300
2014 Q1	$251K	Buy	+3,516	New	+$275K	0.07%	248

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EECFI

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

OAMA

Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Rehmann Capital Advisory Group's SM Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of SM Energy (SM) in Q3 2019, closing a stake of 86 shares — an estimated $1.08K sold.

Rehmann Capital Advisory Group first reported a position in SM in Q1 2014 and held it in 8 quarters. The position peaked at $251K in Q1 2014. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining SM Energy position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 86 SM Energy shares in Q3 2019, an estimated $1.08K.
Rehmann Capital Advisory Group first reported a position in SM Energy in Q1 2014 and held it in 8 quarters.
Rehmann Capital Advisory Group's SM Energy position peaked at $251K in Q1 2014.
214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.