Legg Mason Asset 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
Q1 | – | Sell |
-9,600
| Closed | -$371K | – | 140 |
|
2014
Q4 | $371K | Sell |
9,600
-1,200
| -11% | -$46.4K | 0.28% | 126 |
|
2014
Q3 | $843K | Sell |
10,800
-1,300
| -11% | -$101K | 0.59% | 71 |
|
2014
Q2 | $1.02M | Sell |
12,100
-1,100
| -8% | -$92.5K | 0.64% | 71 |
|
2014
Q1 | $942K | Sell |
13,200
-1,500
| -10% | -$107K | 0.56% | 75 |
|
2013
Q4 | $1.22M | Buy |
+14,700
| New | +$1.22M | 0.7% | 63 |
|