SSWM
CJES

Smith Salley Wealth Management’s C&J ENERGY SVCS LTD CJES Stock Holding History

Smith Salley Wealth Management’s Portfolio CJES Stock Details CJES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-42,485
Closed -$1.3M – 181
2014
Q3 		$1.3M Sell
42,485
-16,850
-28% -$506K 0.34% 89
2014
Q2 		$2M Buy
+59,335
New +$1.82M 0.54% 68

Other funds holding CJES

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith Salley Wealth Management's CJES Position: Q4 2014 in Review

Smith Salley Wealth Management sold out of C&J ENERGY SVCS LTD (CJES) in Q4 2014, closing a stake of 42,485 shares — an estimated $1.3M sold.

Smith Salley Wealth Management first reported a position in CJES in Q2 2014 and held it in 2 quarters. The position peaked at $2M in Q2 2014. 176 funds tracked by Wall St. Rank hold CJES as of Q4 2014.

  • Smith Salley Wealth Management reported no remaining C&J ENERGY SVCS LTD position as of Q4 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 42,485 C&J ENERGY SVCS LTD shares in Q4 2014, an estimated $1.3M.
  • Smith Salley Wealth Management first reported a position in C&J ENERGY SVCS LTD in Q2 2014 and held it in 2 quarters.
  • Smith Salley Wealth Management's C&J ENERGY SVCS LTD position peaked at $2M in Q2 2014.
  • 176 funds tracked by Wall St. Rank held C&J ENERGY SVCS LTD as of Q4 2014.

Based on Smith Salley Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.