MPA
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Marvin & Palmer Associates’s SM Energy SM Stock Holding History

Marvin & Palmer Associates’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
Q1 		– Sell
-8,800
Closed -$731K – 73
2013
Q4 		$731K Buy
+8,800
New +$751K 0.44% 60

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HCM
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BIT
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State Street
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BFA
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CWAM
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Marvin & Palmer Associates's SM Position: Q1 2014 in Review

Marvin & Palmer Associates sold out of SM Energy (SM) in Q1 2014, closing a stake of 8,800 shares — an estimated $731K sold.

Marvin & Palmer Associates first reported a position in SM in Q4 2013 and held it in 1 quarter. The position peaked at $731K in Q4 2013. 306 funds tracked by Wall St. Rank hold SM as of Q1 2014.

  • Marvin & Palmer Associates reported no remaining SM Energy position as of Q1 2014 after selling out during the quarter.
  • Marvin & Palmer Associates sold 8,800 SM Energy shares in Q1 2014, an estimated $731K.
  • Marvin & Palmer Associates first reported a position in SM Energy in Q4 2013 and held it in 1 quarter.
  • Marvin & Palmer Associates's SM Energy position peaked at $731K in Q4 2013.
  • 306 funds tracked by Wall St. Rank held SM Energy as of Q1 2014.

Based on Marvin & Palmer Associates's 13F filing for Q1 2014, filed 9 May 2014.