Boston Private Bank & Trust’s SM Energy SM Stock Holding History

Boston Private Bank & Trust’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	$539K	Buy	10,430 +2,405	+30%	+$104K	0.02%	295
2014 Q4	$310K	Sell	8,025 -850	-10%	-$42.6K	0.01%	347
2014 Q3	$692K	Buy	8,875 +300	+3%	+$24.5K	0.03%	265
2014 Q2	$721K	Buy	8,575 +815	+11%	+$62.5K	0.04%	256
2014 Q1	$553K	Buy	7,760 +610	+9%	+$47.7K	0.03%	281
2013 Q4	$594K	Buy	7,150 +45	+0.6%	+$3.84K	0.03%	268
2013 Q3	$548K	Buy	7,105 +640	+10%	+$44.3K	0.03%	268
2013 Q2	$388K	Buy	+6,465	New	+$394K	0.02%	296

Other funds holding SM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Private Bank & Trust's SM Position: Q1 2015 in Review

Boston Private Bank & Trust increased its SM Energy (SM) stake by 30% in Q1 2015, buying an estimated $104K and bringing the position to 10,430 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #295.

Boston Private Bank & Trust first reported a position in SM in Q2 2013 and has held it in 8 quarters since. The position peaked at $721K in Q2 2014. 293 funds tracked by Wall St. Rank hold SM as of Q1 2015.

Boston Private Bank & Trust held 10,430 shares of SM Energy worth $539K as of Q1 2015.
Boston Private Bank & Trust bought 2,405 SM Energy shares in Q1 2015, an estimated $104K.
SM Energy made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #295 holding.
Boston Private Bank & Trust first reported a position in SM Energy in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's SM Energy position peaked at $721K in Q2 2014.
293 funds tracked by Wall St. Rank held SM Energy as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.