Sandhill Capital Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,235
| Closed | -$264K | – | 85 |
|
|
2015
Q3 | $264K | Sell |
8,235
-3,895
| -32% | -$125K | 0.09% | 81 |
|
|
2015
Q2 | $559K | Hold |
12,130
| – | – | 0.17% | 54 |
|
|
2015
Q1 | $627K | Hold |
12,130
| – | – | 0.21% | 59 |
|
|
2014
Q4 | $468K | Hold |
12,130
| – | – | 0.16% | 70 |
|
|
2014
Q3 | $946K | Hold |
12,130
| – | – | 0.34% | 32 |
|
|
2014
Q2 | $1.02M | Hold |
12,130
| – | – | 0.37% | 31 |
|
|
2014
Q1 | $865K | Sell |
12,130
-5,969
| -33% | -$426K | 0.33% | 33 |
|
|
2013
Q4 | $1.5M | Buy |
18,099
+2,624
| +17% | +$218K | 0.6% | 25 |
|
|
2013
Q3 | $1.2M | Hold |
15,475
| – | – | 0.54% | 25 |
|
|
2013
Q2 | $928K | Buy |
+15,475
| New | +$928K | 0.46% | 28 |
|