Ronald Blue & Co’s Yuma Energy Inc YUMA Stock Holding History

Ronald Blue & Co’s Portfolio YUMA Stock Details YUMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-854	Closed	-$44K	–	271
2016 Q4	$44K	Hold	854	–	–	﹤0.01%	229
2016 Q3	$64K	Hold	854	–	–	﹤0.01%	213
2016 Q2	$75K	Hold	854	–	–	﹤0.01%	218
2016 Q1	$53K	Hold	854	–	–	﹤0.01%	197
2015 Q4	$49K	Hold	854	–	–	﹤0.01%	179
2015 Q3	$123K	Hold	854	–	–	0.01%	288
2015 Q2	$131K	Hold	854	–	–	0.01%	343
2015 Q1	$266K	Hold	854	–	–	0.01%	281
2014 Q4	$461K	Buy	+854	New	+$740K	0.02%	176

Other funds holding YUMA

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

BCCM

Bain Capital Credit Member Boston, Massachusetts $114M AUM

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ronald Blue & Co's YUMA Position: Q1 2017 in Review

Ronald Blue & Co sold out of Yuma Energy Inc (YUMA) in Q1 2017, closing a stake of 854 shares — an estimated $44K sold.

Ronald Blue & Co first reported a position in YUMA in Q4 2014 and held it in 9 quarters. The position peaked at $461K in Q4 2014. 13 funds tracked by Wall St. Rank hold YUMA as of Q1 2017.

Ronald Blue & Co reported no remaining Yuma Energy Inc position as of Q1 2017 after selling out during the quarter.
Ronald Blue & Co sold 854 Yuma Energy Inc shares in Q1 2017, an estimated $44K.
Ronald Blue & Co first reported a position in Yuma Energy Inc in Q4 2014 and held it in 9 quarters.
Ronald Blue & Co's Yuma Energy Inc position peaked at $461K in Q4 2014.
13 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q1 2017.

Based on Ronald Blue & Co's 13F filing for Q1 2017, filed 10 May 2017.