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Sarah Ketterer’s SM Energy SM Stock Holding History

Sarah Ketterer’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
Q4 		– Sell
-280
Closed -$9K – 93
2018
Q3 		$9K Sell
280
-6,257,760
-100% -$180M ﹤0.01% 85
2018
Q2 		$161M Sell
6,258,040
-2,624,291
-30% -$61.3M 1.62% 22
2018
Q1 		$160M Buy
8,882,331
+247,376
+3% +$5.35M 1.72% 19
2017
Q4 		$191M Sell
8,634,955
-232,349
-3% -$4.69M 2.02% 19
2017
Q3 		$157M Sell
8,867,304
-854,520
-9% -$13.4M 1.77% 21
2017
Q2 		$161M Buy
9,721,824
+2,812,160
+41% +$55.8M 1.99% 19
2017
Q1 		$190M Buy
6,909,664
+4,816,230
+230% +$133M 2.57% 18
2016
Q4 		$83.5M Sell
2,093,434
-178,769
-8% -$6.46M 1.46% 24
2016
Q3 		$98.2M Buy
2,272,203
+166,205
+8% +$5.33M 1.8% 22
2016
Q2 		$64.7M Sell
2,105,998
-2,114,732
-50% -$59.3M 1.38% 25
2016
Q1 		$92.2M Buy
4,220,730
+384,956
+10% +$5.31M 2.12% 21
2015
Q4 		$90.6M Buy
3,835,774
+1,721,452
+81% +$52.5M 1.92% 24
2015
Q3 		$83.6M Buy
2,114,322
+877,126
+71% +$31.8M 1.68% 27
2015
Q2 		$66.7M Buy
1,237,196
+672,114
+119% +$35.5M 1.67% 27
2015
Q1 		$39.4M Buy
+565,082
New +$24.5M 1.03% 28

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 $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sarah Ketterer's SM Position: Q4 2018 in Review

Sarah Ketterer sold out of SM Energy (SM) in Q4 2018, closing a stake of 280 shares — an estimated $9K sold.

Sarah Ketterer first reported a position in SM in Q1 2015 and held it in 15 quarters. The position peaked at $191M in Q4 2017. 239 funds tracked by Wall St. Rank hold SM as of Q4 2018.

  • Sarah Ketterer reported no remaining SM Energy position as of Q4 2018 after selling out during the quarter.
  • Sarah Ketterer sold 280 SM Energy shares in Q4 2018, an estimated $9K.
  • Sarah Ketterer first reported a position in SM Energy in Q1 2015 and held it in 15 quarters.
  • Sarah Ketterer's SM Energy position peaked at $191M in Q4 2017.
  • 239 funds tracked by Wall St. Rank held SM Energy as of Q4 2018.

Based on Causeway Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.