FRM
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Fore Research & Management’s SM Energy SM Stock Holding History

Fore Research & 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
2017
Q2 		– Sell
-25,000
Closed -$600K – 56
2017
Q1 		$600K Buy
+25,000
New +$692K 0.74% 26

Other funds holding SM

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fore Research & Management's SM Position: Q2 2017 in Review

Fore Research & Management sold out of SM Energy (SM) in Q2 2017, closing a stake of 25,000 shares — an estimated $600K sold.

Fore Research & Management first reported a position in SM in Q1 2017 and held it in 1 quarter. The position peaked at $600K in Q1 2017. 256 funds tracked by Wall St. Rank hold SM as of Q2 2017.

  • Fore Research & Management reported no remaining SM Energy position as of Q2 2017 after selling out during the quarter.
  • Fore Research & Management sold 25,000 SM Energy shares in Q2 2017, an estimated $600K.
  • Fore Research & Management first reported a position in SM Energy in Q1 2017 and held it in 1 quarter.
  • Fore Research & Management's SM Energy position peaked at $600K in Q1 2017.
  • 256 funds tracked by Wall St. Rank held SM Energy as of Q2 2017.

Based on Fore Research & Management's 13F filing for Q2 2017, filed 14 Aug 2017.