SevenBridge Financial Group’s SM Energy SM Stock Holding History

SevenBridge Financial 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	-68	Closed	-$1K	–	504
2019 Q2	$1K	Hold	68	–	–	﹤0.01%	621
2019 Q1	$1K	Hold	68	–	–	﹤0.01%	590
2018 Q4	$1K	Hold	68	–	–	﹤0.01%	557
2018 Q3	$2K	Hold	68	–	–	﹤0.01%	557
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	562
2018 Q1	$1K	Hold	68	–	–	﹤0.01%	598
2017 Q4	$2K	Hold	68	–	–	﹤0.01%	585
2017 Q3	$1K	Hold	68	–	–	﹤0.01%	597
2017 Q2	$1K	Hold	68	–	–	﹤0.01%	627
2017 Q1	$2K	Hold	68	–	–	﹤0.01%	588
2016 Q4	$3K	Hold	68	–	–	﹤0.01%	571
2016 Q3	$3K	Hold	68	–	–	﹤0.01%	555
2016 Q2	$2K	Buy	+68	New	+$1.91K	﹤0.01%	689

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

SevenBridge Financial Group's SM Position: Q3 2019 in Review

SevenBridge Financial Group sold out of SM Energy (SM) in Q3 2019, closing a stake of 68 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in SM in Q2 2016 and held it in 13 quarters. The position peaked at $3K in Q4 2016. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

SevenBridge Financial Group reported no remaining SM Energy position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 68 SM Energy shares in Q3 2019, an estimated $1K.
SevenBridge Financial Group first reported a position in SM Energy in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's SM Energy position peaked at $3K in Q4 2016.
214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.