PAS
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Partnervest Advisory Services’s SM Energy SM Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-275
Closed -$21K – 1074
2013
Q3 		$21K Buy
+275
New +$19K 0.01% 449

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AL
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BIT
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Partnervest Advisory Services's SM Position: Q4 2013 in Review

Partnervest Advisory Services sold out of SM Energy (SM) in Q4 2013, closing a stake of 275 shares — an estimated $21K sold.

Partnervest Advisory Services first reported a position in SM in Q3 2013 and held it in 1 quarter. The position peaked at $21K in Q3 2013. 321 funds tracked by Wall St. Rank hold SM as of Q4 2013.

  • Partnervest Advisory Services reported no remaining SM Energy position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 275 SM Energy shares in Q4 2013, an estimated $21K.
  • Partnervest Advisory Services first reported a position in SM Energy in Q3 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's SM Energy position peaked at $21K in Q3 2013.
  • 321 funds tracked by Wall St. Rank held SM Energy as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.