CCP
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Clough Capital Partners’s SM Energy SM Stock Holding History

Clough Capital Partners’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
2013
Q4 		– Sell
-264,200
Closed -$20.4M – 229
2013
Q3 		$20.4M Buy
264,200
+69,700
+36% +$4.82M 0.63% 63
2013
Q2 		$11.7M Buy
+194,500
New +$11.9M 0.39% 90

Other funds holding SM

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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clough Capital Partners's SM Position: Q4 2013 in Review

Clough Capital Partners sold out of SM Energy (SM) in Q4 2013, closing a stake of 264,200 shares — an estimated $20.4M sold.

Clough Capital Partners first reported a position in SM in Q2 2013 and held it in 2 quarters. The position peaked at $20.4M in Q3 2013. 321 funds tracked by Wall St. Rank hold SM as of Q4 2013.

  • Clough Capital Partners reported no remaining SM Energy position as of Q4 2013 after selling out during the quarter.
  • Clough Capital Partners sold 264,200 SM Energy shares in Q4 2013, an estimated $20.4M.
  • Clough Capital Partners first reported a position in SM Energy in Q2 2013 and held it in 2 quarters.
  • Clough Capital Partners's SM Energy position peaked at $20.4M in Q3 2013.
  • 321 funds tracked by Wall St. Rank held SM Energy as of Q4 2013.

Based on Clough Capital Partners's 13F filing for Q4 2013, filed 14 Feb 2014.