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Simmons First Trust’s SM Energy SM Stock Holding History

Simmons First Trust’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
Q1 		– Sell
-5,571
Closed -$215K – 177
2014
Q4 		$215K Hold
5,571
– – 0.05% 160
2014
Q3 		$435K Hold
5,571
– – 0.14% 98
2014
Q2 		$469K Hold
5,571
– – 0.14% 102
2014
Q1 		$397K Hold
5,571
– – 0.12% 99
2013
Q4 		$463K Hold
5,571
– – 0.15% 94
2013
Q3 		$430K Sell
5,571
-157
-3% -$10.9K 0.17% 89
2013
Q2 		$344K Buy
+5,728
New +$349K 0.16% 78

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
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
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simmons First Trust's SM Position: Q1 2015 in Review

Simmons First Trust sold out of SM Energy (SM) in Q1 2015, closing a stake of 5,571 shares — an estimated $215K sold.

Simmons First Trust first reported a position in SM in Q2 2013 and held it in 7 quarters. The position peaked at $469K in Q2 2014. 293 funds tracked by Wall St. Rank hold SM as of Q1 2015.

  • Simmons First Trust reported no remaining SM Energy position as of Q1 2015 after selling out during the quarter.
  • Simmons First Trust sold 5,571 SM Energy shares in Q1 2015, an estimated $215K.
  • Simmons First Trust first reported a position in SM Energy in Q2 2013 and held it in 7 quarters.
  • Simmons First Trust's SM Energy position peaked at $469K in Q2 2014.
  • 293 funds tracked by Wall St. Rank held SM Energy as of Q1 2015.

Based on Simmons First Trust's 13F filing for Q1 2015, filed 12 May 2015.