KeyBank National Association
SM icon

KeyBank National Association’s SM Energy SM Stock Holding History

KeyBank National Association’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
2014
Q3 		– Sell
-4,780
Closed -$402K – 1275
2014
Q2 		$402K Sell
4,780
-3,750
-44% -$288K ﹤0.01% 981
2014
Q1 		$608K Sell
8,530
-1,050
-11% -$82.2K ﹤0.01% 825
2013
Q4 		$796K Buy
9,580
+5,400
+129% +$461K 0.01% 738
2013
Q3 		$323K Hold
4,180
– – ﹤0.01% 1018
2013
Q2 		$251K Buy
+4,180
New +$255K ﹤0.01% 1173

Other funds holding SM

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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KeyBank National Association's SM Position: Q3 2014 in Review

KeyBank National Association sold out of SM Energy (SM) in Q3 2014, closing a stake of 4,780 shares — an estimated $402K sold.

KeyBank National Association first reported a position in SM in Q2 2013 and held it in 5 quarters. The position peaked at $796K in Q4 2013. 320 funds tracked by Wall St. Rank hold SM as of Q3 2014.

  • KeyBank National Association reported no remaining SM Energy position as of Q3 2014 after selling out during the quarter.
  • KeyBank National Association sold 4,780 SM Energy shares in Q3 2014, an estimated $402K.
  • KeyBank National Association first reported a position in SM Energy in Q2 2013 and held it in 5 quarters.
  • KeyBank National Association's SM Energy position peaked at $796K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held SM Energy as of Q3 2014.

Based on KeyBank National Association's 13F filing for Q3 2014, filed 7 Nov 2014.