Tyers Asset Management’s SM Energy SM Stock Holding History

Tyers Asset Management’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
2019 Q3	$260K	Buy	26,852 +3,920	+17%	+$40K	0.01%	649
2019 Q2	$287K	Sell	22,932 -23,800	-51%	-$345K	0.01%	640
2019 Q1	$817K	Buy	46,732 +1,848	+4%	+$32.8K	0.03%	346
2018 Q4	$695K	Buy	44,884 +20,888	+87%	+$483K	0.03%	330
2018 Q3	$757K	Sell	23,996 -31,080	-56%	-$892K	0.03%	359
2018 Q2	$1.42M	Buy	55,076 +42,616	+342%	+$996K	0.05%	253
2018 Q1	$225K	Buy	12,460 +1,008	+9%	+$21.8K	0.01%	648
2017 Q4	$253K	Buy	11,452 +1,512	+15%	+$30.5K	0.01%	624
2017 Q3	$176K	Buy	9,940 +1,708	+21%	+$26.7K	0.01%	677
2017 Q2	$136K	Sell	8,232 -1,624	-16%	-$32.2K	0.01%	719
2017 Q1	$237K	Buy	9,856 +6,244	+173%	+$173K	0.01%	512
2016 Q4	$125K	Buy	+3,612	New	+$130K	0.01%	588

Other funds holding SM

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

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

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

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

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

EECFI

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

OAMA

Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Tyers Asset Management's SM Position: Q3 2019 in Review

Tyers Asset Management increased its SM Energy (SM) stake by 17% in Q3 2019, buying an estimated $40K and bringing the position to 26,852 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #649.

Tyers Asset Management first reported a position in SM in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.42M in Q2 2018. 214 funds tracked by Wall St. Rank hold SM as of Q3 2019.

Tyers Asset Management held 26,852 shares of SM Energy worth $260K as of Q3 2019.
Tyers Asset Management bought 3,920 SM Energy shares in Q3 2019, an estimated $40K.
SM Energy made up 0.01% of Tyers Asset Management's portfolio in Q3 2019, its #649 holding.
Tyers Asset Management first reported a position in SM Energy in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's SM Energy position peaked at $1.42M in Q2 2018.
214 funds tracked by Wall St. Rank held SM Energy as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.