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IndexIQ Advisors’s SM Energy SM Stock Holding History

IndexIQ Advisors’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
2018
Q1 		– Sell
-3,198
Closed -$71K – 664
2017
Q4 		$71K Buy
3,198
+118
+4% +$2.38K ﹤0.01% 532
2017
Q3 		$55K Buy
3,080
+24
+0.8% +$375 ﹤0.01% 488
2017
Q2 		$51K Sell
3,056
-37
-1% -$734 ﹤0.01% 511
2017
Q1 		$74K Sell
3,093
-648
-17% -$17.9K ﹤0.01% 273
2016
Q4 		$129K Buy
3,741
+170
+5% +$6.14K 0.01% 261
2016
Q3 		$138K Buy
3,571
+934
+35% +$29.9K 0.01% 229
2016
Q2 		$71K Buy
2,637
+151
+6% +$4.23K ﹤0.01% 249
2016
Q1 		$47K Sell
2,486
-164
-6% -$2.26K ﹤0.01% 240
2015
Q4 		$52K Sell
2,650
-869
-25% -$26.5K ﹤0.01% 220
2015
Q3 		$113K Sell
3,519
-1,009
-22% -$36.6K 0.01% 192
2015
Q2 		$209K Sell
4,528
-294
-6% -$15.5K 0.01% 183
2015
Q1 		$249K Buy
+4,822
New +$209K 0.02% 170

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

IndexIQ Advisors's SM Position: Q1 2018 in Review

IndexIQ Advisors sold out of SM Energy (SM) in Q1 2018, closing a stake of 3,198 shares — an estimated $71K sold.

IndexIQ Advisors first reported a position in SM in Q1 2015 and held it in 12 quarters. The position peaked at $249K in Q1 2015. 252 funds tracked by Wall St. Rank hold SM as of Q1 2018.

  • IndexIQ Advisors reported no remaining SM Energy position as of Q1 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 3,198 SM Energy shares in Q1 2018, an estimated $71K.
  • IndexIQ Advisors first reported a position in SM Energy in Q1 2015 and held it in 12 quarters.
  • IndexIQ Advisors's SM Energy position peaked at $249K in Q1 2015.
  • 252 funds tracked by Wall St. Rank held SM Energy as of Q1 2018.

Based on IndexIQ Advisors's 13F filing for Q1 2018, filed 15 May 2018.