Moody Lynn & Lieberson’s SM Energy SM Stock Holding History

Moody Lynn & Lieberson’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	-2,700	Closed	-$211K	–	207
2014 Q3	$211K	Hold	2,700	–	–	0.03%	179
2014 Q2	$227K	Buy	+2,700	New	+$207K	0.03%	182
2014 Q1	–	Sell	-2,700	Closed	-$224K	–	216
2013 Q4	$224K	Hold	2,700	–	–	0.03%	181
2013 Q3	$208K	Buy	+2,700	New	+$187K	0.03%	172

Other funds holding SM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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 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

Moody Lynn & Lieberson's SM Position: Q4 2014 in Review

Moody Lynn & Lieberson sold out of SM Energy (SM) in Q4 2014, closing a stake of 2,700 shares — an estimated $211K sold.

Moody Lynn & Lieberson first reported a position in SM in Q3 2013 and held it in 4 quarters. The position peaked at $227K in Q2 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

Moody Lynn & Lieberson reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
Moody Lynn & Lieberson sold 2,700 SM Energy shares in Q4 2014, an estimated $211K.
Moody Lynn & Lieberson first reported a position in SM Energy in Q3 2013 and held it in 4 quarters.
Moody Lynn & Lieberson's SM Energy position peaked at $227K in Q2 2014.
279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2014, filed 28 Jan 2015.