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Courier Capital’s SM Energy SM Stock Holding History

Courier Capital’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
-2,513
Closed -$209K – 294
2013
Q4 		$209K Sell
2,513
-167
-6% -$14.2K 0.04% 259
2013
Q3 		$207K Buy
+2,680
New +$185K 0.05% 255

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

Courier Capital's SM Position: Q1 2014 in Review

Courier Capital sold out of SM Energy (SM) in Q1 2014, closing a stake of 2,513 shares — an estimated $209K sold.

Courier Capital first reported a position in SM in Q3 2013 and held it in 2 quarters. The position peaked at $209K in Q4 2013. 306 funds tracked by Wall St. Rank hold SM as of Q1 2014.

  • Courier Capital reported no remaining SM Energy position as of Q1 2014 after selling out during the quarter.
  • Courier Capital sold 2,513 SM Energy shares in Q1 2014, an estimated $209K.
  • Courier Capital first reported a position in SM Energy in Q3 2013 and held it in 2 quarters.
  • Courier Capital's SM Energy position peaked at $209K in Q4 2013.
  • 306 funds tracked by Wall St. Rank held SM Energy as of Q1 2014.

Based on Courier Capital's 13F filing for Q1 2014, filed 2 May 2014.