WBH Advisory’s Stone Energy SGY Stock Holding History

WBH Advisory’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
2014 Q1	–	Sell	-123	Closed	-$242K	–	222
2013 Q4	$242K	Buy	+123	New	+$235K	0.1%	184

Other funds holding SGY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

WBH Advisory's SGY Position: Q1 2014 in Review

WBH Advisory sold out of Stone Energy (SGY) in Q1 2014, closing a stake of 123 shares — an estimated $242K sold.

WBH Advisory first reported a position in SGY in Q4 2013 and held it in 1 quarter. The position peaked at $242K in Q4 2013. 208 funds tracked by Wall St. Rank hold SGY as of Q1 2014.

WBH Advisory reported no remaining Stone Energy position as of Q1 2014 after selling out during the quarter.
WBH Advisory sold 123 Stone Energy shares in Q1 2014, an estimated $242K.
WBH Advisory first reported a position in Stone Energy in Q4 2013 and held it in 1 quarter.
WBH Advisory's Stone Energy position peaked at $242K in Q4 2013.
208 funds tracked by Wall St. Rank held Stone Energy as of Q1 2014.

Based on WBH Advisory's 13F filing for Q1 2014, filed 29 Apr 2014.