SFA
SGY

Sequoia Financial Advisors’s Stone Energy SGY Stock Holding History

Sequoia Financial Advisors’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-664
Closed -$162K – 219
2015
Q4 		$162K Hold
664
– – 0.07% 168
2015
Q3 		$187K Hold
664
– – 0.08% 163
2015
Q2 		$475K Buy
664
+41
+7% +$34.8K 0.2% 95
2015
Q1 		$520K Hold
623
– – 0.24% 89
2014
Q4 		$598K Hold
623
– – 0.41% 64
2014
Q3 		$1.11M Hold
623
– – 0.77% 31
2014
Q2 		$1.66M Buy
623
+76
+14% +$192K 1.26% 17
2014
Q1 		$1.31M Hold
547
– – 1.09% 16
2013
Q4 		$1.08M Buy
+547
New +$1.05M 0.89% 22

Other funds holding SGY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequoia Financial Advisors's SGY Position: Q1 2016 in Review

Sequoia Financial Advisors sold out of Stone Energy (SGY) in Q1 2016, closing a stake of 664 shares — an estimated $162K sold.

Sequoia Financial Advisors first reported a position in SGY in Q4 2013 and held it in 9 quarters. The position peaked at $1.66M in Q2 2014. 129 funds tracked by Wall St. Rank hold SGY as of Q1 2016.

  • Sequoia Financial Advisors reported no remaining Stone Energy position as of Q1 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 664 Stone Energy shares in Q1 2016, an estimated $162K.
  • Sequoia Financial Advisors first reported a position in Stone Energy in Q4 2013 and held it in 9 quarters.
  • Sequoia Financial Advisors's Stone Energy position peaked at $1.66M in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Stone Energy as of Q1 2016.

Based on Sequoia Financial Advisors's 13F filing for Q1 2016, filed 9 Jun 2016.