Artisan Partners
SM icon

Artisan Partners’s SM Energy SM Stock Holding History

Artisan 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
2016
Q1 		– Sell
-2,689,031
Closed -$52.9M – 377
2015
Q4 		$52.9M Sell
2,689,031
-407,021
-13% -$12.4M 0.1% 168
2015
Q3 		$99.2M Sell
3,096,052
-452,346
-13% -$16.4M 0.2% 143
2015
Q2 		$164M Sell
3,548,398
-403,321
-10% -$21.3M 0.3% 111
2015
Q1 		$204M Sell
3,951,719
-282,348
-7% -$12.3M 0.37% 90
2014
Q4 		$163M Buy
4,234,067
+487,915
+13% +$24.4M 0.28% 112
2014
Q3 		$292M Buy
3,746,152
+58,034
+2% +$4.74M 0.52% 59
2014
Q2 		$310M Sell
3,688,118
-103,445
-3% -$7.93M 0.54% 57
2014
Q1 		$270M Buy
3,791,563
+692,186
+22% +$54.2M 0.48% 77
2013
Q4 		$258M Buy
3,099,377
+63,219
+2% +$5.39M 0.46% 83
2013
Q3 		$234M Buy
3,036,158
+52,558
+2% +$3.64M 0.45% 85
2013
Q2 		$179M Buy
+2,983,600
New +$182M 0.38% 99

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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Artisan Partners's SM Position: Q1 2016 in Review

Artisan Partners sold out of SM Energy (SM) in Q1 2016, closing a stake of 2,689,031 shares — an estimated $52.9M sold.

Artisan Partners first reported a position in SM in Q2 2013 and held it in 11 quarters. The position peaked at $310M in Q2 2014. 225 funds tracked by Wall St. Rank hold SM as of Q1 2016.

  • Artisan Partners reported no remaining SM Energy position as of Q1 2016 after selling out during the quarter.
  • Artisan Partners sold 2,689,031 SM Energy shares in Q1 2016, an estimated $52.9M.
  • Artisan Partners first reported a position in SM Energy in Q2 2013 and held it in 11 quarters.
  • Artisan Partners's SM Energy position peaked at $310M in Q2 2014.
  • 225 funds tracked by Wall St. Rank held SM Energy as of Q1 2016.

Based on Artisan Partners's 13F filing for Q1 2016, filed 12 May 2016.