CIAS
SM icon

CFS Investment Advisory Services’s SM Energy SM Stock Holding History

CFS Investment Advisory Services’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
2020
Q4 		$306K Buy
+50,000
New +$169K 0.05% 152

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CFS Investment Advisory Services's SM Position: Q4 2020 in Review

CFS Investment Advisory Services opened a new position in SM Energy (SM) in Q4 2020: 50,000 shares worth $306K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

179 funds tracked by Wall St. Rank hold SM as of Q4 2020.

  • CFS Investment Advisory Services held 50,000 shares of SM Energy worth $306K as of Q4 2020.
  • SM Energy was a new CFS Investment Advisory Services position in Q4 2020.
  • SM Energy made up 0.05% of CFS Investment Advisory Services's portfolio in Q4 2020, its #152 holding.
  • 179 funds tracked by Wall St. Rank held SM Energy as of Q4 2020.

Based on CFS Investment Advisory Services's 13F filing for Q4 2020, filed 11 Feb 2021.