CCA
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Checchi Capital Advisers’s SM Energy SM Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-873
Closed -$24K – 1075
2016
Q2 		$24K Hold
873
– – ﹤0.01% 1128
2016
Q1 		$16K Buy
+873
New +$12K ﹤0.01% 1226

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Checchi Capital Advisers's SM Position: Q3 2016 in Review

Checchi Capital Advisers sold out of SM Energy (SM) in Q3 2016, closing a stake of 873 shares — an estimated $24K sold.

Checchi Capital Advisers first reported a position in SM in Q1 2016 and held it in 2 quarters. The position peaked at $24K in Q2 2016. 266 funds tracked by Wall St. Rank hold SM as of Q3 2016.

  • Checchi Capital Advisers reported no remaining SM Energy position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 873 SM Energy shares in Q3 2016, an estimated $24K.
  • Checchi Capital Advisers first reported a position in SM Energy in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's SM Energy position peaked at $24K in Q2 2016.
  • 266 funds tracked by Wall St. Rank held SM Energy as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.