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Shine Investment Advisory Services’s SM Energy SM Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$5K Hold
3,115
– – ﹤0.01% 639
2020
Q2 		$12K Buy
3,115
+615
+25% +$2.01K ﹤0.01% 535
2020
Q1 		$3K Buy
+2,500
New +$17.7K ﹤0.01% 661

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Shine Investment Advisory Services's SM Position: Q3 2020 in Review

Shine Investment Advisory Services held its SM Energy (SM) position steady in Q3 2020 at 3,115 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Shine Investment Advisory Services first reported a position in SM in Q1 2020 and has held it in 3 quarters since. The position peaked at $12K in Q2 2020. 166 funds tracked by Wall St. Rank hold SM as of Q3 2020.

  • Shine Investment Advisory Services held 3,115 shares of SM Energy worth $5K as of Q3 2020.
  • Shine Investment Advisory Services left its SM Energy share count unchanged in Q3 2020.
  • SM Energy made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #639 holding.
  • Shine Investment Advisory Services first reported a position in SM Energy in Q1 2020 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's SM Energy position peaked at $12K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held SM Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.