Howe & Rusling’s SM Energy SM Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-15	Closed	-$1K	–	878
2013 Q3	$1K	Sell	15 -30	-67%	-$2.08K	﹤0.01%	843
2013 Q2	$3K	Buy	+45	New	+$2.74K	﹤0.01%	782

Other funds holding SM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Howe & Rusling's SM Position: Q4 2013 in Review

Howe & Rusling sold out of SM Energy (SM) in Q4 2013, closing a stake of 15 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SM in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q2 2013. 321 funds tracked by Wall St. Rank hold SM as of Q4 2013.

Howe & Rusling reported no remaining SM Energy position as of Q4 2013 after selling out during the quarter.
Howe & Rusling sold 15 SM Energy shares in Q4 2013, an estimated $1K.
Howe & Rusling first reported a position in SM Energy in Q2 2013 and held it in 2 quarters.
Howe & Rusling's SM Energy position peaked at $3K in Q2 2013.
321 funds tracked by Wall St. Rank held SM Energy as of Q4 2013.

Based on Howe & Rusling's 13F filing for Q4 2013, filed 7 Feb 2014.