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Nationwide Fund Advisors’s SM Energy SM Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-183,132
Closed -$3.25M – 1773
2017
Q3 		$3.25M Sell
183,132
-11,441
-6% -$179K 0.01% 1221
2017
Q2 		$3.22M Buy
194,573
+31,107
+19% +$617K 0.01% 1226
2017
Q1 		$3.93M Buy
163,466
+3,438
+2% +$95.2K 0.02% 1097
2016
Q4 		$5.52M Buy
160,028
+4,710
+3% +$170K 0.02% 934
2016
Q3 		$5.99M Buy
155,318
+34,185
+28% +$1.1M 0.03% 871
2016
Q2 		$3.27M Buy
121,133
+3,360
+3% +$94.2K 0.01% 1150
2016
Q1 		$2.21M Sell
117,773
-8,798
-7% -$121K 0.01% 1293
2015
Q4 		$2.49M Sell
126,571
-9,723
-7% -$296K 0.01% 1257
2015
Q3 		$4.37M Buy
136,294
+1,979
+1% +$71.8K 0.02% 984
2015
Q2 		$6.2M Buy
134,315
+3,143
+2% +$166K 0.03% 854
2015
Q1 		$6.78M Buy
131,172
+514
+0.4% +$22.3K 0.03% 823
2014
Q4 		$5.04M Sell
130,658
-206,636
-61% -$10.4M 0.02% 936
2014
Q3 		$26.3M Buy
337,294
+150,666
+81% +$12.3M 0.11% 209
2014
Q2 		$15.7M Sell
186,628
-51,137
-22% -$3.92M 0.06% 385
2014
Q1 		$16.9M Buy
237,765
+26,186
+12% +$2.05M 0.08% 317
2013
Q4 		$17.6M Buy
211,579
+745
+0.4% +$63.5K 0.07% 329
2013
Q3 		$16.3M Buy
210,834
+30,371
+17% +$2.1M 0.07% 330
2013
Q2 		$10.8M Buy
+180,463
New +$11M 0.06% 422

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nationwide Fund Advisors's SM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of SM Energy (SM) in Q4 2017, closing a stake of 183,132 shares — an estimated $3.25M sold.

Nationwide Fund Advisors first reported a position in SM in Q2 2013 and held it in 18 quarters. The position peaked at $26.3M in Q3 2014. 258 funds tracked by Wall St. Rank hold SM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining SM Energy position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 183,132 SM Energy shares in Q4 2017, an estimated $3.25M.
  • Nationwide Fund Advisors first reported a position in SM Energy in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's SM Energy position peaked at $26.3M in Q3 2014.
  • 258 funds tracked by Wall St. Rank held SM Energy as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.