Stratos Wealth Partners’s SM Energy SM Stock Holding History

Stratos Wealth Partners’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
2018 Q2	–	Sell	-75	Closed	-$1K	–	2321
2018 Q1	$1K	Buy	+75	New	+$1.62K	﹤0.01%	3033

Other funds holding SM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stratos Wealth Partners's SM Position: Q2 2018 in Review

Stratos Wealth Partners sold out of SM Energy (SM) in Q2 2018, closing a stake of 75 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in SM in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 267 funds tracked by Wall St. Rank hold SM as of Q2 2018.

Stratos Wealth Partners reported no remaining SM Energy position as of Q2 2018 after selling out during the quarter.
Stratos Wealth Partners sold 75 SM Energy shares in Q2 2018, an estimated $1K.
Stratos Wealth Partners first reported a position in SM Energy in Q1 2018 and held it in 1 quarter.
Stratos Wealth Partners's SM Energy position peaked at $1K in Q1 2018.
267 funds tracked by Wall St. Rank held SM Energy as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.