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Piermont Capital Management’s SM Energy SM Stock Holding History

Piermont 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
2017
Q3 		– Sell
-81,400
Closed -$1.35M – 271
2017
Q2 		$1.35M Sell
81,400
-20,800
-20% -$413K 0.38% 106
2017
Q1 		$2.46M Buy
102,200
+42,590
+71% +$1.18M 0.59% 73
2016
Q4 		$2.06M Sell
59,610
-3,990
-6% -$144K 0.47% 90
2016
Q3 		$2.45M Buy
+63,600
New +$2.04M 0.58% 66
2015
Q3 		– Sell
-5,430
Closed -$250K – 250
2015
Q2 		$250K Hold
5,430
– – 0.08% 212
2015
Q1 		$281K Buy
+5,430
New +$236K 0.09% 210

Other funds holding SM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Piermont Capital Management's SM Position: Q3 2017 in Review

Piermont Capital Management sold out of SM Energy (SM) in Q3 2017, closing a stake of 81,400 shares — an estimated $1.35M sold.

Piermont Capital Management first reported a position in SM in Q1 2015 and held it in 6 quarters. The position peaked at $2.46M in Q1 2017. 241 funds tracked by Wall St. Rank hold SM as of Q3 2017.

  • Piermont Capital Management reported no remaining SM Energy position as of Q3 2017 after selling out during the quarter.
  • Piermont Capital Management sold 81,400 SM Energy shares in Q3 2017, an estimated $1.35M.
  • Piermont Capital Management first reported a position in SM Energy in Q1 2015 and held it in 6 quarters.
  • Piermont Capital Management's SM Energy position peaked at $2.46M in Q1 2017.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q3 2017.

Based on Piermont Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.