IPC
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Independent Portfolio Consultants’s SM Energy SM Stock Holding History

Independent Portfolio Consultants’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 		$4K Sell
220
-25
-10% -$496 ﹤0.01% 767
2017
Q1 		$6K Hold
245
– – ﹤0.01% 783
2016
Q4 		$8K Hold
245
– – ﹤0.01% 719
2016
Q3 		$9K Buy
245
+20
+9% +$641 ﹤0.01% 687
2016
Q2 		$6K Sell
225
-25
-10% -$701 ﹤0.01% 717
2016
Q1 		$5K Hold
250
– – ﹤0.01% 741
2015
Q4 		$5K Hold
250
– – ﹤0.01% 743
2015
Q3 		$8K Hold
250
– – ﹤0.01% 742
2015
Q2 		$12K Sell
250
-6,025
-96% -$318K ﹤0.01% 756
2015
Q1 		$324K Sell
6,275
-220
-3% -$9.55K 0.07% 295
2014
Q4 		$251K Buy
6,495
+4,560
+236% +$228K 0.05% 333
2014
Q3 		$151K Buy
1,935
+75
+4% +$6.12K 0.04% 505
2014
Q2 		$156K Buy
+1,860
New +$143K 0.04% 479
2013
Q4 		– Sell
-4,860
Closed -$375K – 465
2013
Q3 		$375K Buy
4,860
+20
+0.4% +$1.38K 0.15% 293
2013
Q2 		$290K Buy
+4,840
New +$295K 0.13% 338

Other funds holding SM

CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Portfolio Consultants's SM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its SM Energy (SM) stake by 10% in Q2 2017, selling an estimated $496 and leaving 220 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Independent Portfolio Consultants first reported a position in SM in Q2 2013 and has held it in 15 quarters since. The position peaked at $375K in Q3 2013. 256 funds tracked by Wall St. Rank hold SM as of Q2 2017.

  • Independent Portfolio Consultants held 220 shares of SM Energy worth $4K as of Q2 2017.
  • Independent Portfolio Consultants sold 25 SM Energy shares in Q2 2017, an estimated $496.
  • SM Energy made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #767 holding.
  • Independent Portfolio Consultants first reported a position in SM Energy in Q2 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's SM Energy position peaked at $375K in Q3 2013.
  • 256 funds tracked by Wall St. Rank held SM Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.