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Belmont Global Advisors’s SM Energy SM Stock Holding History

Belmont Global Advisors’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
Q1 		– Sell
-3,000
Closed -$249K – 136
2013
Q4 		$249K Buy
+3,000
New +$256K 0.2% 109

Other funds holding SM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Belmont Global Advisors's SM Position: Q1 2014 in Review

Belmont Global Advisors sold out of SM Energy (SM) in Q1 2014, closing a stake of 3,000 shares — an estimated $249K sold.

Belmont Global Advisors first reported a position in SM in Q4 2013 and held it in 1 quarter. The position peaked at $249K in Q4 2013. 306 funds tracked by Wall St. Rank hold SM as of Q1 2014.

  • Belmont Global Advisors reported no remaining SM Energy position as of Q1 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 3,000 SM Energy shares in Q1 2014, an estimated $249K.
  • Belmont Global Advisors first reported a position in SM Energy in Q4 2013 and held it in 1 quarter.
  • Belmont Global Advisors's SM Energy position peaked at $249K in Q4 2013.
  • 306 funds tracked by Wall St. Rank held SM Energy as of Q1 2014.

Based on Belmont Global Advisors's 13F filing for Q1 2014, filed 13 May 2014.