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Archford Capital Strategies’s SM Energy SM Stock Holding History

Archford Capital Strategies’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
-10
Closed – – 856
2015
Q3 		$0 Hold
10
– – ﹤0.01% 727
2015
Q2 		$0 Hold
10
– – ﹤0.01% 724
2015
Q1 		$517 Hold
10
– – ﹤0.01% 699
2014
Q4 		$0 Hold
10
– – ﹤0.01% 761
2014
Q3 		$1K Hold
10
– – ﹤0.01% 638
2014
Q2 		$841 Hold
10
– – ﹤0.01% 802
2014
Q1 		$713 Buy
+10
New +$782 ﹤0.01% 764

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

Archford Capital Strategies's SM Position: Q4 2015 in Review

Archford Capital Strategies sold out of SM Energy (SM) in Q4 2015, closing a stake of 10 shares.

Archford Capital Strategies first reported a position in SM in Q1 2014 and held it in 7 quarters. The position peaked at $1K in Q3 2014. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

  • Archford Capital Strategies reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 10 SM Energy shares in Q4 2015.
  • Archford Capital Strategies first reported a position in SM Energy in Q1 2014 and held it in 7 quarters.
  • Archford Capital Strategies's SM Energy position peaked at $1K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on Archford Capital Strategies's 13F filing for Q4 2015, filed 11 Feb 2016.