SWM
SM icon

Selective Wealth Management’s SM Energy SM Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-99
Closed -$1K – 344
2019
Q3 		$1K Buy
+99
New +$1.01K ﹤0.01% 327

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Selective Wealth Management's SM Position: Q4 2019 in Review

Selective Wealth Management sold out of SM Energy (SM) in Q4 2019, closing a stake of 99 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in SM in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 219 funds tracked by Wall St. Rank hold SM as of Q4 2019.

  • Selective Wealth Management reported no remaining SM Energy position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 99 SM Energy shares in Q4 2019, an estimated $1K.
  • Selective Wealth Management first reported a position in SM Energy in Q3 2019 and held it in 1 quarter.
  • Selective Wealth Management's SM Energy position peaked at $1K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held SM Energy as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.