QBFM
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QS Batterymarch Financial Management’s SM Energy SM Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$26K Buy
321
+181
+129% +$14.8K ﹤0.01% 800
2014
Q2 		$12K Hold
140
– – ﹤0.01% 858
2014
Q1 		$10K Buy
+140
New +$11K ﹤0.01% 1105

Other funds holding SM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QS Batterymarch Financial Management's SM Position: Q3 2014 in Review

QS Batterymarch Financial Management increased its SM Energy (SM) stake by 129% in Q3 2014, buying an estimated $14.8K and bringing the position to 321 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

QS Batterymarch Financial Management first reported a position in SM in Q1 2014 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold SM as of Q3 2014.

  • QS Batterymarch Financial Management held 321 shares of SM Energy worth $26K as of Q3 2014.
  • QS Batterymarch Financial Management bought 181 SM Energy shares in Q3 2014, an estimated $14.8K.
  • SM Energy made up ﹤0.01% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #800 holding.
  • QS Batterymarch Financial Management first reported a position in SM Energy in Q1 2014 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held SM Energy as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.