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MUFG Americas’s SM Energy SM Stock Holding History

MUFG Americas’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
Q2 		– Sell
-14
Closed -$1K – 1268
2015
Q1 		$1K Sell
14
-11
-44% -$477 ﹤0.01% 1125
2014
Q4 		$1K Hold
25
– – ﹤0.01% 1212
2014
Q3 		$2K Hold
25
– – ﹤0.01% 1232
2014
Q2 		$2K Hold
25
– – ﹤0.01% 1102
2014
Q1 		$2K Buy
25
+4
+19% +$313 ﹤0.01% 1068
2013
Q4 		$2K Buy
+21
New +$1.79K ﹤0.01% 1027
2013
Q3 		– Sell
-27,501
Closed -$1.65M – 1419
2013
Q2 		$1.65M Buy
+27,501
New +$1.68M 0.03% 412

Other funds holding SM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MUFG Americas's SM Position: Q2 2015 in Review

MUFG Americas sold out of SM Energy (SM) in Q2 2015, closing a stake of 14 shares — an estimated $1K sold.

MUFG Americas first reported a position in SM in Q2 2013 and held it in 7 quarters. The position peaked at $1.65M in Q2 2013. 282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • MUFG Americas reported no remaining SM Energy position as of Q2 2015 after selling out during the quarter.
  • MUFG Americas sold 14 SM Energy shares in Q2 2015, an estimated $1K.
  • MUFG Americas first reported a position in SM Energy in Q2 2013 and held it in 7 quarters.
  • MUFG Americas's SM Energy position peaked at $1.65M in Q2 2013.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

Based on MUFG Americas's 13F filing for Q2 2015, filed 13 Aug 2015.