Kanaly Trust’s SM Energy SM Stock Holding History

Kanaly Trust’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$383K	Buy
2015 Q4	–	Sell
2015 Q3	$245K	Hold
2015 Q2	$352K	Hold
2015 Q1	$395K	Hold
2014 Q4	$295K	Hold
2014 Q3	$596K	Hold
2014 Q2	$642K	Hold
2014 Q1	$544K	Hold
2013 Q4	$635K	Buy