Sandhill Capital Partners’s SM Energy SM Stock Holding History

Sandhill Capital Partners’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	-8,235	Closed	-$264K	–	85
2015 Q3	$264K	Sell	8,235 -3,895	-32%	-$141K	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%	-$467K	0.33%	33
2013 Q4	$1.5M	Buy	18,099 +2,624	+17%	+$224K	0.6%	25
2013 Q3	$1.2M	Hold	15,475	–	–	0.54%	25
2013 Q2	$928K	Buy	+15,475	New	+$943K	0.46%	28

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

Sandhill Capital Partners's SM Position: Q4 2015 in Review

Sandhill Capital Partners sold out of SM Energy (SM) in Q4 2015, closing a stake of 8,235 shares — an estimated $264K sold.

Sandhill Capital Partners first reported a position in SM in Q2 2013 and held it in 10 quarters. The position peaked at $1.5M in Q4 2013. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

Sandhill Capital Partners reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
Sandhill Capital Partners sold 8,235 SM Energy shares in Q4 2015, an estimated $264K.
Sandhill Capital Partners first reported a position in SM Energy in Q2 2013 and held it in 10 quarters.
Sandhill Capital Partners's SM Energy position peaked at $1.5M in Q4 2013.
241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on Sandhill Capital Partners's 13F filing for Q4 2015, filed 10 Feb 2016.