JIM
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Jupiter Investment Management’s SM Energy SM Stock Holding History

Jupiter Investment Management’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
-69,914
Closed -$3.61M – 362
2015
Q1 		$3.61M Sell
69,914
-127,857
-65% -$5.55M 0.12% 130
2014
Q4 		$7.63M Buy
197,771
+27,604
+16% +$1.38M 0.27% 98
2014
Q3 		$13.3M Sell
170,167
-4,405
-3% -$359K 0.65% 48
2014
Q2 		$14.7M Buy
174,572
+16,405
+10% +$1.26M 0.82% 40
2014
Q1 		$11.3M Buy
158,167
+113,860
+257% +$8.91M 0.76% 41
2013
Q4 		$3.66M Buy
+44,307
New +$3.78M 0.31% 107

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

Jupiter Investment Management's SM Position: Q2 2015 in Review

Jupiter Investment Management sold out of SM Energy (SM) in Q2 2015, closing a stake of 69,914 shares — an estimated $3.61M sold.

Jupiter Investment Management first reported a position in SM in Q4 2013 and held it in 6 quarters. The position peaked at $14.7M in Q2 2014. 282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • Jupiter Investment Management reported no remaining SM Energy position as of Q2 2015 after selling out during the quarter.
  • Jupiter Investment Management sold 69,914 SM Energy shares in Q2 2015, an estimated $3.61M.
  • Jupiter Investment Management first reported a position in SM Energy in Q4 2013 and held it in 6 quarters.
  • Jupiter Investment Management's SM Energy position peaked at $14.7M in Q2 2014.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

Based on Jupiter Investment Management's 13F filing for Q2 2015, filed 11 Aug 2015.