Smith Salley Wealth Management’s Superior Energy Services, Inc. SPN Stock Holding History

Smith Salley Wealth Management’s Portfolio SPN Stock Details SPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-610	Closed	-$220K	–	194
2014 Q2	$220K	Buy	+610	New	+$202K	0.06%	173
2013 Q3	–	Sell	-786	Closed	-$204K	–	107
2013 Q2	$204K	Buy	+786	New	+$209K	0.16%	89

Other funds holding SPN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smith Salley Wealth Management's SPN Position: Q3 2014 in Review

Smith Salley Wealth Management sold out of Superior Energy Services, Inc. (SPN) in Q3 2014, closing a stake of 610 shares — an estimated $220K sold.

Smith Salley Wealth Management first reported a position in SPN in Q2 2013 and held it in 2 quarters. The position peaked at $220K in Q2 2014. 352 funds tracked by Wall St. Rank hold SPN as of Q3 2014.

Smith Salley Wealth Management reported no remaining Superior Energy Services, Inc. position as of Q3 2014 after selling out during the quarter.
Smith Salley Wealth Management sold 610 Superior Energy Services, Inc. shares in Q3 2014, an estimated $220K.
Smith Salley Wealth Management first reported a position in Superior Energy Services, Inc. in Q2 2013 and held it in 2 quarters.
Smith Salley Wealth Management's Superior Energy Services, Inc. position peaked at $220K in Q2 2014.
352 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q3 2014.

Based on Smith Salley Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.