LCM
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Leonard Capital Management’s SM Energy SM Stock Holding History

Leonard Capital Management’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
2015
Q1 		– Sell
-37,000
Closed -$1.43M – 149
2014
Q4 		$1.43M Buy
37,000
+20,000
+118% +$1M 0.37% 108
2014
Q3 		$1.33M Hold
17,000
– – 0.49% 93
2014
Q2 		$1.43M Hold
17,000
– – 0.48% 94
2014
Q1 		$1.21M Buy
+17,000
New +$1.33M 0.43% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Leonard Capital Management's SM Position: Q1 2015 in Review

Leonard Capital Management sold out of SM Energy (SM) in Q1 2015, closing a stake of 37,000 shares — an estimated $1.43M sold.

Leonard Capital Management first reported a position in SM in Q1 2014 and held it in 4 quarters. The position peaked at $1.43M in Q2 2014. 293 funds tracked by Wall St. Rank hold SM as of Q1 2015.

  • Leonard Capital Management reported no remaining SM Energy position as of Q1 2015 after selling out during the quarter.
  • Leonard Capital Management sold 37,000 SM Energy shares in Q1 2015, an estimated $1.43M.
  • Leonard Capital Management first reported a position in SM Energy in Q1 2014 and held it in 4 quarters.
  • Leonard Capital Management's SM Energy position peaked at $1.43M in Q2 2014.
  • 293 funds tracked by Wall St. Rank held SM Energy as of Q1 2015.

Based on Leonard Capital Management's 13F filing for Q1 2015, filed 14 May 2015.