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Lehman Financial Resources’s SM Energy SM Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-150
Closed -$12K – 427
2014
Q3 		$12K Hold
150
– – 0.01% 291
2014
Q2 		$13K Sell
150
-100
-40% -$7.67K 0.01% 273
2014
Q1 		$18K Buy
250
+150
+150% +$11.7K 0.01% 237
2013
Q4 		$8K Hold
100
– – ﹤0.01% 292
2013
Q3 		$8K Buy
+100
New +$6.92K 0.01% 279

Other funds holding SM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lehman Financial Resources's SM Position: Q4 2014 in Review

Lehman Financial Resources sold out of SM Energy (SM) in Q4 2014, closing a stake of 150 shares — an estimated $12K sold.

Lehman Financial Resources first reported a position in SM in Q3 2013 and held it in 5 quarters. The position peaked at $18K in Q1 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • Lehman Financial Resources reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 150 SM Energy shares in Q4 2014, an estimated $12K.
  • Lehman Financial Resources first reported a position in SM Energy in Q3 2013 and held it in 5 quarters.
  • Lehman Financial Resources's SM Energy position peaked at $18K in Q1 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.