LA
SM icon

Lucus Advisors’s SM Energy SM Stock Holding History

Lucus Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,038
Closed -$260K – 382
2015
Q1 		$260K Sell
5,038
-6,403
-56% -$330K 0.13% 284
2014
Q4 		$441K Buy
+11,441
New +$441K 0.2% 240