FNYS
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First New York Securities’s SM Energy SM Stock Holding History

First New York Securities’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
2013
Q3 		– Sell
-5,000
Closed -$300K – 452
2013
Q2 		$300K Buy
+5,000
New +$305K 0.11% 136

Other funds holding SM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $63.1B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First New York Securities's SM Position: Q3 2013 in Review

First New York Securities sold out of SM Energy (SM) in Q3 2013, closing a stake of 5,000 shares — an estimated $300K sold.

First New York Securities first reported a position in SM in Q2 2013 and held it in 1 quarter. The position peaked at $300K in Q2 2013. 282 funds tracked by Wall St. Rank hold SM as of Q3 2013.

  • First New York Securities reported no remaining SM Energy position as of Q3 2013 after selling out during the quarter.
  • First New York Securities sold 5,000 SM Energy shares in Q3 2013, an estimated $300K.
  • First New York Securities first reported a position in SM Energy in Q2 2013 and held it in 1 quarter.
  • First New York Securities's SM Energy position peaked at $300K in Q2 2013.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q3 2013.

Based on First New York Securities's 13F filing for Q3 2013, filed 6 Nov 2013.