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Ardsley Advisory Partners’s SM Energy SM Stock Holding History

Ardsley Advisory Partners’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
2014
Q4 		– Sell
-7,500
Closed -$585K – 232
2014
Q3 		$585K Sell
7,500
-2,500
-25% -$204K 0.08% 105
2014
Q2 		$841K Buy
10,000
+2,500
+33% +$192K 0.11% 101
2014
Q1 		$535K Buy
+7,500
New +$587K 0.08% 131

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ardsley Advisory Partners's SM Position: Q4 2014 in Review

Ardsley Advisory Partners sold out of SM Energy (SM) in Q4 2014, closing a stake of 7,500 shares — an estimated $585K sold.

Ardsley Advisory Partners first reported a position in SM in Q1 2014 and held it in 3 quarters. The position peaked at $841K in Q2 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • Ardsley Advisory Partners reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • Ardsley Advisory Partners sold 7,500 SM Energy shares in Q4 2014, an estimated $585K.
  • Ardsley Advisory Partners first reported a position in SM Energy in Q1 2014 and held it in 3 quarters.
  • Ardsley Advisory Partners's SM Energy position peaked at $841K in Q2 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Ardsley Advisory Partners's 13F filing for Q4 2014, filed 17 Feb 2015.