FNBT
SM icon

FineMark National Bank & Trust’s SM Energy SM Stock Holding History

FineMark National Bank & Trust’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
Q4 		– Sell
-34
Closed -$1K – 1460
2015
Q3 		$1K Buy
+34
New +$1.23K ﹤0.01% 1432
2014
Q4 		– Sell
-76
Closed -$6K – 1443
2014
Q3 		$6K Hold
76
– – ﹤0.01% 1112
2014
Q2 		$6K Sell
76
-277
-78% -$21.2K ﹤0.01% 1144
2014
Q1 		$25K Buy
353
+232
+192% +$18.2K ﹤0.01% 830
2013
Q4 		$10K Buy
+121
New +$10.3K ﹤0.01% 1023

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

FineMark National Bank & Trust's SM Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of SM Energy (SM) in Q4 2015, closing a stake of 34 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in SM in Q4 2013 and held it in 5 quarters. The position peaked at $25K in Q1 2014. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 34 SM Energy shares in Q4 2015, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in SM Energy in Q4 2013 and held it in 5 quarters.
  • FineMark National Bank & Trust's SM Energy position peaked at $25K in Q1 2014.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.