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Fred Alger Management’s SM Energy SM Stock Holding History

Fred Alger 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
2018
Q1 		– Sell
-20,351
Closed -$449K – 582
2017
Q4 		$449K Buy
+20,351
New +$411K ﹤0.01% 381
2014
Q1 		– Sell
-73,599
Closed -$6.12M – 632
2013
Q4 		$6.12M Sell
73,599
-139,300
-65% -$11.9M 0.03% 326
2013
Q3 		$16.4M Sell
212,899
-55,324
-21% -$3.83M 0.09% 229
2013
Q2 		$16.1M Buy
+268,223
New +$16.4M 0.1% 225

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Fred Alger Management's SM Position: Q1 2018 in Review

Fred Alger Management sold out of SM Energy (SM) in Q1 2018, closing a stake of 20,351 shares — an estimated $449K sold.

Fred Alger Management first reported a position in SM in Q2 2013 and held it in 4 quarters. The position peaked at $16.4M in Q3 2013. 252 funds tracked by Wall St. Rank hold SM as of Q1 2018.

  • Fred Alger Management reported no remaining SM Energy position as of Q1 2018 after selling out during the quarter.
  • Fred Alger Management sold 20,351 SM Energy shares in Q1 2018, an estimated $449K.
  • Fred Alger Management first reported a position in SM Energy in Q2 2013 and held it in 4 quarters.
  • Fred Alger Management's SM Energy position peaked at $16.4M in Q3 2013.
  • 252 funds tracked by Wall St. Rank held SM Energy as of Q1 2018.

Based on Fred Alger Management's 13F filing for Q1 2018, filed 10 May 2018.