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Rational Advisors’s SM Energy SM Stock Holding History

Rational Advisors’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
2016
Q2 		– Sell
-5,000
Closed -$94K – 262
2016
Q1 		$94K Buy
+5,000
New +$69K 0.06% 199
2015
Q3 		$384K Hold
12,000
– – 0.16% 138
2015
Q2 		$553K Sell
12,000
-11,000
-48% -$580K 0.18% 134
2015
Q1 		$1.19M Sell
23,000
-3,700
-14% -$161K 0.29% 114
2014
Q4 		$1.03M Buy
+26,700
New +$1.34M 0.2% 137
2013
Q4 		$1.13M Sell
13,647
-260
-2% -$22.2K 0.1% 272
2013
Q3 		$1.07M Sell
13,907
-36
-0.3% -$2.49K 0.08% 310
2013
Q2 		$836K Buy
+13,943
New +$850K 0.07% 332

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rational Advisors's SM Position: Q2 2016 in Review

Rational Advisors sold out of SM Energy (SM) in Q2 2016, closing a stake of 5,000 shares — an estimated $94K sold.

Rational Advisors first reported a position in SM in Q2 2013 and held it in 8 quarters. The position peaked at $1.19M in Q1 2015. 228 funds tracked by Wall St. Rank hold SM as of Q2 2016.

  • Rational Advisors reported no remaining SM Energy position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 5,000 SM Energy shares in Q2 2016, an estimated $94K.
  • Rational Advisors first reported a position in SM Energy in Q2 2013 and held it in 8 quarters.
  • Rational Advisors's SM Energy position peaked at $1.19M in Q1 2015.
  • 228 funds tracked by Wall St. Rank held SM Energy as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.