SCA
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Secor Capital Advisors’s SM Energy SM Stock Holding History

Secor Capital 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
-26,843
Closed -$503K – 692
2016
Q1 		$503K Buy
+26,843
New +$370K 0.07% 323

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

Secor Capital Advisors's SM Position: Q2 2016 in Review

Secor Capital Advisors sold out of SM Energy (SM) in Q2 2016, closing a stake of 26,843 shares — an estimated $503K sold.

Secor Capital Advisors first reported a position in SM in Q1 2016 and held it in 1 quarter. The position peaked at $503K in Q1 2016. 228 funds tracked by Wall St. Rank hold SM as of Q2 2016.

  • Secor Capital Advisors reported no remaining SM Energy position as of Q2 2016 after selling out during the quarter.
  • Secor Capital Advisors sold 26,843 SM Energy shares in Q2 2016, an estimated $503K.
  • Secor Capital Advisors first reported a position in SM Energy in Q1 2016 and held it in 1 quarter.
  • Secor Capital Advisors's SM Energy position peaked at $503K in Q1 2016.
  • 228 funds tracked by Wall St. Rank held SM Energy as of Q2 2016.

Based on Secor Capital Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.