WP
SGY

WealthPLAN Partners’s Stone Energy SGY Stock Holding History

WealthPLAN Partners’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
Q3 		$1.19K Sell
18
-19
-51% -$1.37K ﹤0.01% 886
2016
Q2 		$1.27K Buy
+37
New +$1.48K ﹤0.01% 2301
2015
Q4 		$215 Buy
+3
New +$1.03K ﹤0.01% 1614
2015
Q2 		$1K Hold
2
– – ﹤0.01% 421
2015
Q1 		$2K Buy
+2
New +$1.77K ﹤0.01% 505

Other funds holding SGY

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $2.24B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return