Jupiter Investment Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-69,914
| Closed | -$3.61M | – | 362 |
|
|
2015
Q1 | $3.61M | Sell |
69,914
-127,857
| -65% | -$6.61M | 0.12% | 130 |
|
|
2014
Q4 | $7.63M | Buy |
197,771
+27,604
| +16% | +$1.06M | 0.27% | 98 |
|
|
2014
Q3 | $13.3M | Sell |
170,167
-4,405
| -3% | -$344K | 0.65% | 48 |
|
|
2014
Q2 | $14.7M | Buy |
174,572
+16,405
| +10% | +$1.38M | 0.82% | 40 |
|
|
2014
Q1 | $11.3M | Buy |
158,167
+113,860
| +257% | +$8.12M | 0.76% | 41 |
|
|
2013
Q4 | $3.66M | Buy |
+44,307
| New | +$3.66M | 0.31% | 107 |
|