Winslow Evans & Crocker’s SM Energy SM Stock Holding History

Winslow Evans & Crocker’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
2018 Q4	–	Sell	-290	Closed	-$10K	–	1129
2018 Q3	$10K	Hold	290	–	–	﹤0.01%	804
2018 Q2	$8K	Hold	290	–	–	﹤0.01%	859
2018 Q1	$5.23K	Hold	290	–	–	﹤0.01%	903
2017 Q4	$6.4K	Hold	290	–	–	﹤0.01%	894
2017 Q3	$5.15K	Hold	290	–	–	﹤0.01%	929
2017 Q2	$4.79K	Buy	290 +232	+400%	+$4.6K	﹤0.01%	1064
2017 Q1	$1.37K	Hold	58	–	–	﹤0.01%	1167
2016 Q4	$1.97K	Hold	58	–	–	﹤0.01%	1149
2016 Q3	$2.2K	Hold	58	–	–	﹤0.01%	1179
2016 Q2	$1.54K	Buy	58 +1	+2%	+$28	﹤0.01%	1190
2016 Q1	$1.07K	Sell	57 -1	-2%	-$14	﹤0.01%	1206
2015 Q4	$1.12K	Hold	58	–	–	﹤0.01%	1285
2015 Q3	$1.83K	Hold	58	–	–	﹤0.01%	1188
2015 Q2	$2.63K	Hold	58	–	–	﹤0.01%	1181
2015 Q1	$2.95K	Hold	58	–	–	﹤0.01%	1122
2014 Q4	$2.2K	Hold	58	–	–	﹤0.01%	1191
2014 Q3	$4.45K	Buy	58 +1	+2%	+$82	﹤0.01%	1125
2014 Q2	$4.79K	Hold	57	–	–	﹤0.01%	1037
2014 Q1	$4.06K	Hold	57	–	–	﹤0.01%	1069
2013 Q4	$5K	Buy	+57	New	+$4.86K	﹤0.01%	1144

Other funds holding SM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Winslow Evans & Crocker's SM Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of SM Energy (SM) in Q4 2018, closing a stake of 290 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in SM in Q4 2013 and held it in 20 quarters. The position peaked at $10K in Q3 2018. 239 funds tracked by Wall St. Rank hold SM as of Q4 2018.

Winslow Evans & Crocker reported no remaining SM Energy position as of Q4 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 290 SM Energy shares in Q4 2018, an estimated $10K.
Winslow Evans & Crocker first reported a position in SM Energy in Q4 2013 and held it in 20 quarters.
Winslow Evans & Crocker's SM Energy position peaked at $10K in Q3 2018.
239 funds tracked by Wall St. Rank held SM Energy as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.