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Guardian Capital (Canada)’s SM Energy SM Stock Holding History

Guardian Capital (Canada)’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
2014
Q3 		– Sell
-2,908
Closed -$245K – 226
2014
Q2 		$245K Buy
+2,908
New +$223K ﹤0.01% 189

Other funds holding SM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $62.3B AUM 26.25% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Capital (Canada)'s SM Position: Q3 2014 in Review

Guardian Capital (Canada) sold out of SM Energy (SM) in Q3 2014, closing a stake of 2,908 shares — an estimated $245K sold.

Guardian Capital (Canada) first reported a position in SM in Q2 2014 and held it in 1 quarter. The position peaked at $245K in Q2 2014. 320 funds tracked by Wall St. Rank hold SM as of Q3 2014.

  • Guardian Capital (Canada) reported no remaining SM Energy position as of Q3 2014 after selling out during the quarter.
  • Guardian Capital (Canada) sold 2,908 SM Energy shares in Q3 2014, an estimated $245K.
  • Guardian Capital (Canada) first reported a position in SM Energy in Q2 2014 and held it in 1 quarter.
  • Guardian Capital (Canada)'s SM Energy position peaked at $245K in Q2 2014.
  • 320 funds tracked by Wall St. Rank held SM Energy as of Q3 2014.

Based on Guardian Capital (Canada)'s 13F filing for Q3 2014, filed 12 Nov 2014.