First Interstate Bank’s SM Energy SM Stock Holding History

First Interstate Bank’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
2017 Q4	–	Sell	-1,500	Closed	-$27K	–	727
2017 Q3	$27K	Hold	1,500	–	–	0.01%	420
2017 Q2	$25K	Buy	+1,500	New	+$29.8K	0.01%	416
2016 Q4	–	Sell	-150	Closed	-$6K	–	792
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	630
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	658
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	688
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	708
2015 Q3	$5K	Buy	+150	New	+$5.44K	﹤0.01%	676

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Interstate Bank's SM Position: Q4 2017 in Review

First Interstate Bank sold out of SM Energy (SM) in Q4 2017, closing a stake of 1,500 shares — an estimated $27K sold.

First Interstate Bank first reported a position in SM in Q3 2015 and held it in 7 quarters. The position peaked at $27K in Q3 2017. 258 funds tracked by Wall St. Rank hold SM as of Q4 2017.

First Interstate Bank reported no remaining SM Energy position as of Q4 2017 after selling out during the quarter.
First Interstate Bank sold 1,500 SM Energy shares in Q4 2017, an estimated $27K.
First Interstate Bank first reported a position in SM Energy in Q3 2015 and held it in 7 quarters.
First Interstate Bank's SM Energy position peaked at $27K in Q3 2017.
258 funds tracked by Wall St. Rank held SM Energy as of Q4 2017.

Based on First Interstate Bank's 13F filing for Q4 2017, filed 13 Feb 2018.