Shepherd Kaplan Krochuk’s SM Energy SM Stock Holding History

Shepherd Kaplan Krochuk’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 Q4	–	Sell	-3,571	Closed	-$278K	–	545
2014 Q3	$278K	Buy	+3,571	New	+$291K	0.04%	348

Other funds holding SM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's SM Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of SM Energy (SM) in Q4 2014, closing a stake of 3,571 shares — an estimated $278K sold.

Shepherd Kaplan Krochuk first reported a position in SM in Q3 2014 and held it in 1 quarter. The position peaked at $278K in Q3 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

Shepherd Kaplan Krochuk reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 3,571 SM Energy shares in Q4 2014, an estimated $278K.
Shepherd Kaplan Krochuk first reported a position in SM Energy in Q3 2014 and held it in 1 quarter.
Shepherd Kaplan Krochuk's SM Energy position peaked at $278K in Q3 2014.
279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.