EFS
SPN

Essex Financial Services’s Superior Energy Services, Inc. SPN Stock Holding History

Essex Financial Services’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,311
Closed -$431K – 335
2014
Q3 		$431K Sell
1,311
-71
-5% -$24.6K 0.13% 182
2014
Q2 		$499K Sell
1,382
-53
-4% -$17.6K 0.15% 158
2014
Q1 		$441K Sell
1,435
-72
-5% -$19.4K 0.14% 165
2013
Q4 		$401K Buy
1,507
+26
+2% +$6.8K 0.14% 159
2013
Q3 		$371 Sell
1,481
-34
-2% -$8.86K 0.12% 161
2013
Q2 		$393K Buy
+1,515
New +$403K 0.14% 153

Other funds holding SPN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Essex Financial Services's SPN Position: Q4 2014 in Review

Essex Financial Services sold out of Superior Energy Services, Inc. (SPN) in Q4 2014, closing a stake of 1,311 shares — an estimated $431K sold.

Essex Financial Services first reported a position in SPN in Q2 2013 and held it in 6 quarters. The position peaked at $499K in Q2 2014. 361 funds tracked by Wall St. Rank hold SPN as of Q4 2014.

  • Essex Financial Services reported no remaining Superior Energy Services, Inc. position as of Q4 2014 after selling out during the quarter.
  • Essex Financial Services sold 1,311 Superior Energy Services, Inc. shares in Q4 2014, an estimated $431K.
  • Essex Financial Services first reported a position in Superior Energy Services, Inc. in Q2 2013 and held it in 6 quarters.
  • Essex Financial Services's Superior Energy Services, Inc. position peaked at $499K in Q2 2014.
  • 361 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q4 2014.

Based on Essex Financial Services's 13F filing for Q4 2014, filed 7 Jan 2015.