IMS
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Index Management Solutions’s SM Energy SM Stock Holding History

Index Management Solutions’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
2015
Q2 		– Sell
-280
Closed -$14K – 804
2015
Q1 		$14K Buy
+280
New +$12.2K 0.01% 502
2014
Q4 		– Sell
-7,720
Closed -$602K – 975
2014
Q3 		$602K Buy
+7,720
New +$630K 0.07% 255

Other funds holding SM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Index Management Solutions's SM Position: Q2 2015 in Review

Index Management Solutions sold out of SM Energy (SM) in Q2 2015, closing a stake of 280 shares — an estimated $14K sold.

Index Management Solutions first reported a position in SM in Q3 2014 and held it in 2 quarters. The position peaked at $602K in Q3 2014. 282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • Index Management Solutions reported no remaining SM Energy position as of Q2 2015 after selling out during the quarter.
  • Index Management Solutions sold 280 SM Energy shares in Q2 2015, an estimated $14K.
  • Index Management Solutions first reported a position in SM Energy in Q3 2014 and held it in 2 quarters.
  • Index Management Solutions's SM Energy position peaked at $602K in Q3 2014.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

Based on Index Management Solutions's 13F filing for Q2 2015, filed 14 Aug 2015.