American Research & Management Company’s SM Energy SM Stock Holding History

American Research & Management Company’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
2020 Q2	–	Sell	-500	Closed	-$1K	–	363
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	319
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	284
2019 Q3	$5K	Hold	500	–	–	﹤0.01%	300
2019 Q2	$6K	Hold	500	–	–	﹤0.01%	299
2019 Q1	$9K	Hold	500	–	–	﹤0.01%	319
2018 Q4	$8K	Hold	500	–	–	﹤0.01%	283
2018 Q3	$16K	Hold	500	–	–	﹤0.01%	265
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	258
2018 Q1	$9K	Hold	500	–	–	﹤0.01%	303
2017 Q4	$11K	Hold	500	–	–	﹤0.01%	296
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	274
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	274
2017 Q1	$12K	Hold	500	–	–	﹤0.01%	247
2016 Q4	$17K	Hold	500	–	–	0.01%	240
2016 Q3	$19K	Hold	500	–	–	0.01%	242
2016 Q2	$14K	Hold	500	–	–	0.01%	248
2016 Q1	$9K	Sell	500 -400	-44%	-$5.52K	﹤0.01%	268
2015 Q4	$18K	Hold	900	–	–	0.01%	232
2015 Q3	$29K	Hold	900	–	–	0.01%	209
2015 Q2	$42K	Hold	900	–	–	0.02%	188
2015 Q1	$47K	Sell	900 -500	-36%	-$21.7K	0.02%	181
2014 Q4	$54K	Hold	1,400	–	–	0.02%	171
2014 Q3	$109K	Sell	1,400 -75	-5%	-$6.12K	0.04%	134
2014 Q2	$124K	Hold	1,475	–	–	0.04%	131
2014 Q1	$105K	Sell	1,475 -125	-8%	-$9.78K	0.04%	134
2013 Q4	$133K	Hold	1,600	–	–	0.05%	125
2013 Q3	$124K	Sell	1,600 -100	-6%	-$6.92K	0.05%	125
2013 Q2	$102K	Buy	+1,700	New	+$104K	0.04%	131

Other funds holding SM

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

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

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

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Research & Management Company's SM Position: Q2 2020 in Review

American Research & Management Company sold out of SM Energy (SM) in Q2 2020, closing a stake of 500 shares — an estimated $1K sold.

American Research & Management Company first reported a position in SM in Q2 2013 and held it in 28 quarters. The position peaked at $133K in Q4 2013. 177 funds tracked by Wall St. Rank hold SM as of Q2 2020.

American Research & Management Company reported no remaining SM Energy position as of Q2 2020 after selling out during the quarter.
American Research & Management Company sold 500 SM Energy shares in Q2 2020, an estimated $1K.
American Research & Management Company first reported a position in SM Energy in Q2 2013 and held it in 28 quarters.
American Research & Management Company's SM Energy position peaked at $133K in Q4 2013.
177 funds tracked by Wall St. Rank held SM Energy as of Q2 2020.

Based on American Research & Management Company's 13F filing for Q2 2020, filed 28 Jul 2020.