Smith & Howard Wealth Management’s Yuma Energy Inc YUMA Stock Holding History

Smith & Howard Wealth Management’s Portfolio YUMA Stock Details YUMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-484	Closed	-$70K	–	69
2015 Q3	$70K	Buy	+484	New	+$80.2K	0.03%	55
2015 Q2	–	Sell	-484	Closed	-$151K	–	93
2015 Q1	$151K	Hold	484	–	–	0.07%	83
2014 Q4	$261K	Buy	+484	New	+$419K	0.12%	39

Other funds holding YUMA

PSI

Pinnacle Summer Investments Fairfax, Virginia $678M AUM 9.54% 1-Year Est. Return

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

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Smith & Howard Wealth Management's YUMA Position: Q4 2015 in Review

Smith & Howard Wealth Management sold out of Yuma Energy Inc (YUMA) in Q4 2015, closing a stake of 484 shares — an estimated $70K sold.

Smith & Howard Wealth Management first reported a position in YUMA in Q4 2014 and held it in 3 quarters. The position peaked at $261K in Q4 2014. 16 funds tracked by Wall St. Rank hold YUMA as of Q4 2015.

Smith & Howard Wealth Management reported no remaining Yuma Energy Inc position as of Q4 2015 after selling out during the quarter.
Smith & Howard Wealth Management sold 484 Yuma Energy Inc shares in Q4 2015, an estimated $70K.
Smith & Howard Wealth Management first reported a position in Yuma Energy Inc in Q4 2014 and held it in 3 quarters.
Smith & Howard Wealth Management's Yuma Energy Inc position peaked at $261K in Q4 2014.
16 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q4 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.