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Nine Chapters Capital Management’s SM Energy SM Stock Holding History

Nine Chapters Capital Management’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
-17,500
Closed -$904K – 1133
2015
Q1 		$904K Buy
+17,500
New +$760K 0.08% 401
2014
Q4 		– Sell
-9,300
Closed -$725K – 1154
2014
Q3 		$725K Buy
+9,300
New +$759K 0.06% 399
2014
Q1 		– Sell
-41,000
Closed -$3.41M – 948
2013
Q4 		$3.41M Buy
41,000
+16,800
+69% +$1.43M 0.34% 59
2013
Q3 		$1.87M Buy
24,200
+9,300
+62% +$643K 0.22% 132
2013
Q2 		$894K Buy
+14,900
New +$908K 0.15% 205

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

Nine Chapters Capital Management's SM Position: Q2 2015 in Review

Nine Chapters Capital Management sold out of SM Energy (SM) in Q2 2015, closing a stake of 17,500 shares — an estimated $904K sold.

Nine Chapters Capital Management first reported a position in SM in Q2 2013 and held it in 5 quarters. The position peaked at $3.41M in Q4 2013. 282 funds tracked by Wall St. Rank hold SM as of Q2 2015.

  • Nine Chapters Capital Management reported no remaining SM Energy position as of Q2 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 17,500 SM Energy shares in Q2 2015, an estimated $904K.
  • Nine Chapters Capital Management first reported a position in SM Energy in Q2 2013 and held it in 5 quarters.
  • Nine Chapters Capital Management's SM Energy position peaked at $3.41M in Q4 2013.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q2 2015.

Based on Nine Chapters Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.