ACI
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AMP Capital Investors’s SM Energy SM Stock Holding History

AMP Capital Investors’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
2015
Q4 		– Sell
-53,815
Closed -$1.61M – 1259
2015
Q3 		$1.61M Buy
53,815
+11,560
+27% +$419K 0.01% 736
2015
Q2 		$1.92M Buy
+42,255
New +$2.23M 0.01% 734

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

AMP Capital Investors's SM Position: Q4 2015 in Review

AMP Capital Investors sold out of SM Energy (SM) in Q4 2015, closing a stake of 53,815 shares — an estimated $1.61M sold.

AMP Capital Investors first reported a position in SM in Q2 2015 and held it in 2 quarters. The position peaked at $1.92M in Q2 2015. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

  • AMP Capital Investors reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
  • AMP Capital Investors sold 53,815 SM Energy shares in Q4 2015, an estimated $1.61M.
  • AMP Capital Investors first reported a position in SM Energy in Q2 2015 and held it in 2 quarters.
  • AMP Capital Investors's SM Energy position peaked at $1.92M in Q2 2015.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on AMP Capital Investors's 13F filing for Q4 2015, filed 16 Feb 2016.