SkyTop Capital Management’s SEMGROUP CORPORATION SEMG Stock Holding History

SkyTop Capital Management’s Portfolio SEMG Stock Details SEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-120,735	Closed	-$8.26M	–	21
2014 Q4	$8.26M	Hold	120,735	–	–	4.59%	10
2014 Q3	$10.1M	Hold	120,735	–	–	7.75%	4
2014 Q2	$9.52M	Sell	120,735 -47,490	-28%	-$3.23M	5.76%	7
2014 Q1	$11M	Sell	168,225 -160,658	-49%	-$10.2M	5.46%	9
2013 Q4	$21.5M	Sell	328,883 -67,531	-17%	-$4.06M	10.34%	2
2013 Q3	$22.6M	Sell	396,414 -71,887	-15%	-$3.99M	10.58%	2
2013 Q2	$25.2M	Buy	+468,301	New	+$24.9M	13.47%	1

Other funds holding SEMG

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SkyTop Capital Management's SEMG Position: Q1 2015 in Review

SkyTop Capital Management sold out of SEMGROUP CORPORATION (SEMG) in Q1 2015, closing a stake of 120,735 shares — an estimated $8.26M sold.

SkyTop Capital Management first reported a position in SEMG in Q2 2013 and held it in 7 quarters. The position peaked at $25.2M in Q2 2013. 202 funds tracked by Wall St. Rank hold SEMG as of Q1 2015.

SkyTop Capital Management reported no remaining SEMGROUP CORPORATION position as of Q1 2015 after selling out during the quarter.
SkyTop Capital Management sold 120,735 SEMGROUP CORPORATION shares in Q1 2015, an estimated $8.26M.
SkyTop Capital Management first reported a position in SEMGROUP CORPORATION in Q2 2013 and held it in 7 quarters.
SkyTop Capital Management's SEMGROUP CORPORATION position peaked at $25.2M in Q2 2013.
202 funds tracked by Wall St. Rank held SEMGROUP CORPORATION as of Q1 2015.

Based on SkyTop Capital Management's 13F filing for Q1 2015, filed 15 May 2015.