Janus Henderson Investors US’s SM Energy SM Stock Holding History

Janus Henderson Investors US’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 Q1	$637K	Buy	26,500 +12,500	+89%	+$346K	﹤0.01%	1065
2016 Q4	$483K	Buy	+14,000	New	+$506K	﹤0.01%	1120
2016 Q1	–	Sell	-3,700	Closed	-$73K	–	1196
2015 Q4	$73K	Sell	3,700 -1,700	-31%	-$51.8K	﹤0.01%	1180
2015 Q3	$173K	Buy	+5,400	New	+$196K	﹤0.01%	1160
2015 Q1	–	Sell	-100,300	Closed	-$3.87M	–	1128
2014 Q4	$3.87M	Buy	100,300 +5,500	+6%	+$276K	﹤0.01%	836
2014 Q3	$7.39M	Sell	94,800 -52,400	-36%	-$4.28M	0.01%	728
2014 Q2	$12.4M	Buy	147,200 +21,900	+17%	+$1.68M	0.01%	635
2014 Q1	$8.93M	Buy	125,300 +117,000	+1,410%	+$9.15M	0.01%	685
2013 Q4	$690K	Buy	+8,300	New	+$708K	﹤0.01%	962

Other funds holding SM

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

Janus Henderson Investors US's SM Position: Q1 2017 in Review

Janus Henderson Investors US increased its SM Energy (SM) stake by 89% in Q1 2017, buying an estimated $346K and bringing the position to 26,500 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Janus Henderson Investors US first reported a position in SM in Q4 2013 and has held it in 9 quarters since. The position peaked at $12.4M in Q2 2014. 265 funds tracked by Wall St. Rank hold SM as of Q1 2017.

Janus Henderson Investors US held 26,500 shares of SM Energy worth $637K as of Q1 2017.
Janus Henderson Investors US bought 12,500 SM Energy shares in Q1 2017, an estimated $346K.
SM Energy made up ﹤0.01% of Janus Henderson Investors US's portfolio in Q1 2017, its #1065 holding.
Janus Henderson Investors US first reported a position in SM Energy in Q4 2013 and has held it in 9 quarters since.
Janus Henderson Investors US's SM Energy position peaked at $12.4M in Q2 2014.
265 funds tracked by Wall St. Rank held SM Energy as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.