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FDx Advisors’s SM Energy SM Stock Holding History

FDx Advisors’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
Q4 		– Sell
-7,620
Closed -$594K – 946
2014
Q3 		$594K Sell
7,620
-1,784
-19% -$146K 0.04% 502
2014
Q2 		$791K Sell
9,404
-3,896
-29% -$299K 0.05% 413
2014
Q1 		$948K Buy
13,300
+9,222
+226% +$722K 0.08% 262
2013
Q4 		$339K Buy
+4,078
New +$348K 0.03% 483

Other funds holding SM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FDx Advisors's SM Position: Q4 2014 in Review

FDx Advisors sold out of SM Energy (SM) in Q4 2014, closing a stake of 7,620 shares — an estimated $594K sold.

FDx Advisors first reported a position in SM in Q4 2013 and held it in 4 quarters. The position peaked at $948K in Q1 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • FDx Advisors reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • FDx Advisors sold 7,620 SM Energy shares in Q4 2014, an estimated $594K.
  • FDx Advisors first reported a position in SM Energy in Q4 2013 and held it in 4 quarters.
  • FDx Advisors's SM Energy position peaked at $948K in Q1 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on FDx Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.