Bahl & Gaynor’s SM Energy SM Stock Holding History

Bahl & Gaynor’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
2013 Q3	–	Sell	-8,980	Closed	-$539K	–	371
2013 Q2	$539K	Buy	+8,980	New	+$547K	0.01%	223

Other funds holding SM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

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

Bahl & Gaynor's SM Position: Q3 2013 in Review

Bahl & Gaynor sold out of SM Energy (SM) in Q3 2013, closing a stake of 8,980 shares — an estimated $539K sold.

Bahl & Gaynor first reported a position in SM in Q2 2013 and held it in 1 quarter. The position peaked at $539K in Q2 2013. 282 funds tracked by Wall St. Rank hold SM as of Q3 2013.

Bahl & Gaynor reported no remaining SM Energy position as of Q3 2013 after selling out during the quarter.
Bahl & Gaynor sold 8,980 SM Energy shares in Q3 2013, an estimated $539K.
Bahl & Gaynor first reported a position in SM Energy in Q2 2013 and held it in 1 quarter.
Bahl & Gaynor's SM Energy position peaked at $539K in Q2 2013.
282 funds tracked by Wall St. Rank held SM Energy as of Q3 2013.

Based on Bahl & Gaynor's 13F filing for Q3 2013, filed 13 Nov 2013.