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EverPoint Asset Management’s SM Energy SM Stock Holding History

EverPoint Asset 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
2016
Q4 		$4.31M Buy
+125,000
New +$4.52M 0.08% 268

Other funds holding SM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

EverPoint Asset Management's SM Position: Q4 2016 in Review

EverPoint Asset Management opened a new position in SM Energy (SM) in Q4 2016: 125,000 shares worth $4.31M. The stake represents 0.08% of the portfolio and ranks #268 among its holdings.

304 funds tracked by Wall St. Rank hold SM as of Q4 2016.

  • EverPoint Asset Management held 125,000 shares of SM Energy worth $4.31M as of Q4 2016.
  • SM Energy was a new EverPoint Asset Management position in Q4 2016.
  • SM Energy made up 0.08% of EverPoint Asset Management's portfolio in Q4 2016, its #268 holding.
  • 304 funds tracked by Wall St. Rank held SM Energy as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.