1st Global Advisors’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,967
| Closed | -$250K | – | 462 |
|
|
2014
Q2 | $250K | Sell |
2,967
-21
| -0.7% | -$1.77K | 0.04% | 358 |
|
|
2014
Q1 | $213K | Sell |
2,988
-7
| -0.2% | -$499 | 0.04% | 376 |
|
|
2013
Q4 | $249K | Sell |
2,995
-13
| -0.4% | -$1.08K | 0.05% | 319 |
|
|
2013
Q3 | $232K | Buy |
+3,008
| New | +$232K | 0.05% | 330 |
|