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Baird’s SM Energy SM Stock Holding History

Baird’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
Q1 		– Sell
-18,172
Closed -$701K – 1344
2014
Q4 		$701K Buy
+18,172
New +$910K 0.01% 836

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baird's SM Position: Q1 2015 in Review

Baird sold out of SM Energy (SM) in Q1 2015, closing a stake of 18,172 shares — an estimated $701K sold.

Baird first reported a position in SM in Q4 2014 and held it in 1 quarter. The position peaked at $701K in Q4 2014. 293 funds tracked by Wall St. Rank hold SM as of Q1 2015.

  • Baird reported no remaining SM Energy position as of Q1 2015 after selling out during the quarter.
  • Baird sold 18,172 SM Energy shares in Q1 2015, an estimated $701K.
  • Baird first reported a position in SM Energy in Q4 2014 and held it in 1 quarter.
  • Baird's SM Energy position peaked at $701K in Q4 2014.
  • 293 funds tracked by Wall St. Rank held SM Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.