Lenox Wealth Advisors’s SM Energy SM Stock Holding History

Lenox Wealth Advisors’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
2016 Q1	–	Sell	-40	Closed	-$1K	–	393
2015 Q4	$1K	Buy	+40	New	+$1.22K	﹤0.01%	431

Other funds holding SM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's SM Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of SM Energy (SM) in Q1 2016, closing a stake of 40 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SM in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 225 funds tracked by Wall St. Rank hold SM as of Q1 2016.

Lenox Wealth Advisors reported no remaining SM Energy position as of Q1 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 40 SM Energy shares in Q1 2016, an estimated $1K.
Lenox Wealth Advisors first reported a position in SM Energy in Q4 2015 and held it in 1 quarter.
Lenox Wealth Advisors's SM Energy position peaked at $1K in Q4 2015.
225 funds tracked by Wall St. Rank held SM Energy as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.