William Blair & Company
YUMA

William Blair & Company’s Yuma Energy Inc YUMA Stock Holding History

William Blair & Company’s Portfolio YUMA Stock Details YUMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-47
Closed -$4K – 1491
2016
Q3 		$4K Hold
47
– – ﹤0.01% 1277
2016
Q2 		$4K Hold
47
– – ﹤0.01% 1218
2016
Q1 		$2K Hold
47
– – ﹤0.01% 1181
2015
Q4 		$2K Hold
47
– – ﹤0.01% 1213
2015
Q3 		$6K Sell
47
-16
-25% -$2.65K ﹤0.01% 1387
2015
Q2 		$9K Buy
63
+16
+34% +$4.01K ﹤0.01% 2181
2015
Q1 		$14K Hold
47
– – ﹤0.01% 2121
2014
Q4 		$25K Hold
47
– – ﹤0.01% 2077
2014
Q3 		$59K Buy
+47
New +$64.8K ﹤0.01% 2043

Other funds holding YUMA

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

William Blair & Company's YUMA Position: Q4 2016 in Review

William Blair & Company sold out of Yuma Energy Inc (YUMA) in Q4 2016, closing a stake of 47 shares — an estimated $4K sold.

William Blair & Company first reported a position in YUMA in Q3 2014 and held it in 9 quarters. The position peaked at $59K in Q3 2014. 14 funds tracked by Wall St. Rank hold YUMA as of Q4 2016.

  • William Blair & Company reported no remaining Yuma Energy Inc position as of Q4 2016 after selling out during the quarter.
  • William Blair & Company sold 47 Yuma Energy Inc shares in Q4 2016, an estimated $4K.
  • William Blair & Company first reported a position in Yuma Energy Inc in Q3 2014 and held it in 9 quarters.
  • William Blair & Company's Yuma Energy Inc position peaked at $59K in Q3 2014.
  • 14 funds tracked by Wall St. Rank held Yuma Energy Inc as of Q4 2016.

Based on William Blair & Company's 13F filing for Q4 2016, filed 14 Feb 2017.