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Valeo Financial Advisors’s SM Energy SM Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-40
Closed -$1K – 1650
2019
Q1 		$1K Hold
40
– – ﹤0.01% 1486
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1413
2018
Q3 		$1K Buy
+40
New +$1.15K ﹤0.01% 1678

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Valeo Financial Advisors's SM Position: Q2 2019 in Review

Valeo Financial Advisors sold out of SM Energy (SM) in Q2 2019, closing a stake of 40 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SM in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

  • Valeo Financial Advisors reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 40 SM Energy shares in Q2 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in SM Energy in Q3 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's SM Energy position peaked at $1K in Q1 2019.
  • 230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.