EWM
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Evercore Wealth Management’s SM Energy SM Stock Holding History

Evercore Wealth Management’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
2015
Q2 		– Sell
-200
Closed -$10K – 1092
2015
Q1 		$10K Hold
200
– – ﹤0.01% 866
2014
Q4 		$8K Hold
200
– – ﹤0.01% 766
2014
Q3 		$16K Hold
200
– – ﹤0.01% 768
2014
Q2 		$17K Sell
200
-67
-25% -$5.14K ﹤0.01% 763
2014
Q1 		$19K Hold
267
– – ﹤0.01% 747
2013
Q4 		$22K Sell
267
-266
-50% -$22.7K ﹤0.01% 671
2013
Q3 		$42K Hold
533
– – ﹤0.01% 582
2013
Q2 		$32K Buy
+533
New +$32.5K ﹤0.01% 616

Other funds holding SM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Evercore Wealth Management's SM Position: Q2 2015 in Review

Evercore Wealth Management sold out of SM Energy (SM) in Q2 2015, closing a stake of 200 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in SM in Q2 2013 and held it in 8 quarters. The position peaked at $42K in Q3 2013. 282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • Evercore Wealth Management reported no remaining SM Energy position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 200 SM Energy shares in Q2 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in SM Energy in Q2 2013 and held it in 8 quarters.
  • Evercore Wealth Management's SM Energy position peaked at $42K in Q3 2013.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.