SFWA
SGY

Summit Financial Wealth Advisors’s Stone Energy SGY Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SGY Stock Details SGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,443
Closed -$65K – 158
2016
Q1 		$65K Buy
1,443
+1,264
+706% +$163K 0.03% 136
2015
Q4 		$44K Buy
179
+104
+139% +$35.7K 0.02% 118
2015
Q3 		$21K Hold
75
– – 0.01% 162
2015
Q2 		$53K Hold
75
– – 0.03% 139
2015
Q1 		$61K Hold
75
– – 0.04% 110
2014
Q4 		$72K Buy
+75
New +$90.1K 0.05% 105

Other funds holding SGY

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Financial Wealth Advisors's SGY Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of Stone Energy (SGY) in Q2 2016, closing a stake of 1,443 shares — an estimated $65K sold.

Summit Financial Wealth Advisors first reported a position in SGY in Q4 2014 and held it in 6 quarters. The position peaked at $72K in Q4 2014. 54 funds tracked by Wall St. Rank hold SGY as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining Stone Energy position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,443 Stone Energy shares in Q2 2016, an estimated $65K.
  • Summit Financial Wealth Advisors first reported a position in Stone Energy in Q4 2014 and held it in 6 quarters.
  • Summit Financial Wealth Advisors's Stone Energy position peaked at $72K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Stone Energy as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.