Princeton Alpha Management’s SM Energy SM Stock Holding History

Princeton Alpha 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 Q4	–	Sell	-11,212	Closed	-$359K	–	914
2015 Q3	$359K	Buy	+11,212	New	+$407K	0.07%	412
2014 Q4	–	Sell	-3,905	Closed	-$305K	–	835
2014 Q3	$305K	Buy	+3,905	New	+$319K	0.07%	416
2014 Q1	–	Sell	-5,199	Closed	-$432K	–	725
2013 Q4	$432K	Buy	+5,199	New	+$443K	0.32%	87

Other funds holding SM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Princeton Alpha Management's SM Position: Q4 2015 in Review

Princeton Alpha Management sold out of SM Energy (SM) in Q4 2015, closing a stake of 11,212 shares — an estimated $359K sold.

Princeton Alpha Management first reported a position in SM in Q4 2013 and held it in 3 quarters. The position peaked at $432K in Q4 2013. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

Princeton Alpha Management reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
Princeton Alpha Management sold 11,212 SM Energy shares in Q4 2015, an estimated $359K.
Princeton Alpha Management first reported a position in SM Energy in Q4 2013 and held it in 3 quarters.
Princeton Alpha Management's SM Energy position peaked at $432K in Q4 2013.
241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on Princeton Alpha Management's 13F filing for Q4 2015, filed 4 Feb 2016.