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 $1.26T AUM 61.52% 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 $177B AUM 39.86% 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 $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

WealthPLAN Partners's SGY Position: Q3 2016 in Review

WealthPLAN Partners reduced its Stone Energy (SGY) stake by 51% in Q3 2016, selling an estimated $1.37K and leaving 18 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

WealthPLAN Partners first reported a position in SGY in Q1 2015 and has held it in 5 quarters since. The position peaked at $2K in Q1 2015. 49 funds tracked by Wall St. Rank hold SGY as of Q3 2016.

  • WealthPLAN Partners held 18 shares of Stone Energy worth $1.19K as of Q3 2016.
  • WealthPLAN Partners sold 19 Stone Energy shares in Q3 2016, an estimated $1.37K.
  • Stone Energy made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #886 holding.
  • WealthPLAN Partners first reported a position in Stone Energy in Q1 2015 and has held it in 5 quarters since.
  • WealthPLAN Partners's Stone Energy position peaked at $2K in Q1 2015.
  • 49 funds tracked by Wall St. Rank held Stone Energy as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.