I.G. Investment Management’s SM Energy SM Stock Holding History

I.G. Investment 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 Q3	$3.55M	Buy	+200,000	New	+$3.13M	0.02%	220
2016 Q4	–	Sell	-75,000	Closed	-$2.89M	–	682
2016 Q3	$2.89M	Sell	75,000 -50,000	-40%	-$1.6M	0.01%	460
2016 Q2	$3.38M	Hold	125,000	–	–	0.01%	447
2016 Q1	$2.34M	Sell	125,000 -50,000	-29%	-$690K	0.01%	483
2015 Q4	$3.44M	Buy	175,000 +25,000	+17%	+$762K	0.01%	402
2015 Q3	$4.81M	Buy	+150,000	New	+$5.44M	0.02%	335

Other funds holding SM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

I.G. Investment Management's SM Position: Q3 2017 in Review

I.G. Investment Management opened a new position in SM Energy (SM) in Q3 2017: 200,000 shares worth $3.55M. The stake represents 0.02% of the portfolio and ranks #220 among its holdings. This is a return to the name: I.G. Investment Management previously reported a position in SM as recently as Q3 2016.

I.G. Investment Management first reported a position in SM in Q3 2015 and has held it in 6 quarters since. The position peaked at $4.81M in Q3 2015. 241 funds tracked by Wall St. Rank hold SM as of Q3 2017.

I.G. Investment Management held 200,000 shares of SM Energy worth $3.55M as of Q3 2017.
SM Energy was a new I.G. Investment Management position in Q3 2017.
SM Energy made up 0.02% of I.G. Investment Management's portfolio in Q3 2017, its #220 holding.
I.G. Investment Management first reported a position in SM Energy in Q3 2015 and has held it in 6 quarters since.
I.G. Investment Management's SM Energy position peaked at $4.81M in Q3 2015.
241 funds tracked by Wall St. Rank held SM Energy as of Q3 2017.

Based on I.G. Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.