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Placemark Investments’s SM Energy SM Stock Holding History

Placemark Investments’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
2014
Q4 		– Sell
-5,103
Closed -$397K – 1691
2014
Q3 		$397K Buy
5,103
+2,281
+81% +$186K 0.01% 1267
2014
Q2 		$236K Buy
+2,822
New +$216K ﹤0.01% 1492
2014
Q1 		– Sell
-2,470
Closed -$201K – 1660
2013
Q4 		$201K Buy
+2,470
New +$211K ﹤0.01% 1526

Other funds holding SM

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Placemark Investments's SM Position: Q4 2014 in Review

Placemark Investments sold out of SM Energy (SM) in Q4 2014, closing a stake of 5,103 shares — an estimated $397K sold.

Placemark Investments first reported a position in SM in Q4 2013 and held it in 3 quarters. The position peaked at $397K in Q3 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • Placemark Investments reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 5,103 SM Energy shares in Q4 2014, an estimated $397K.
  • Placemark Investments first reported a position in SM Energy in Q4 2013 and held it in 3 quarters.
  • Placemark Investments's SM Energy position peaked at $397K in Q3 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.