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Wealthspire Advisors (Maryland)’s SM Energy SM Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,325
Closed -$23K – 1762
2019
Q1 		$23K Sell
1,325
-309
-19% -$5.49K ﹤0.01% 1221
2018
Q4 		$25K Buy
1,634
+83
+5% +$1.92K ﹤0.01% 1122
2018
Q3 		$49K Sell
1,551
-178
-10% -$5.11K ﹤0.01% 985
2018
Q2 		$44K Sell
1,729
-75
-4% -$1.75K ﹤0.01% 1023
2018
Q1 		$33K Sell
1,804
-54
-3% -$1.17K ﹤0.01% 1137
2017
Q4 		$41K Buy
1,858
+243
+15% +$4.91K ﹤0.01% 1089
2017
Q3 		$29K Sell
1,615
-345
-18% -$5.39K ﹤0.01% 1172
2017
Q2 		$32K Buy
1,960
+659
+51% +$13.1K ﹤0.01% 1106
2017
Q1 		$31K Buy
1,301
+655
+101% +$18.1K ﹤0.01% 946
2016
Q4 		$22K Sell
646
-154
-19% -$5.56K ﹤0.01% 995
2016
Q3 		$31K Buy
800
+159
+25% +$5.1K ﹤0.01% 922
2016
Q2 		$17K Buy
641
+81
+14% +$2.27K ﹤0.01% 1054
2016
Q1 		$10K Buy
560
+7
+1% +$97 ﹤0.01% 1190
2015
Q4 		$11K Buy
+553
New +$16.9K ﹤0.01% 1177

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

Wealthspire Advisors (Maryland)'s SM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SM Energy (SM) in Q2 2019, closing a stake of 1,325 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in SM in Q4 2015 and held it in 14 quarters. The position peaked at $49K in Q3 2018. 230 funds tracked by Wall St. Rank hold SM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SM Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,325 SM Energy shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in SM Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SM Energy position peaked at $49K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held SM Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.