ST
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Spot Trading’s SM Energy SM Stock Holding History

Spot Trading’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
2017
Q3 		$410K Buy
23,091
+6,732
+41% +$105K 0.01% 1792
2017
Q2 		$270K Sell
16,359
-19,148
-54% -$380K 0.01% 2026
2017
Q1 		$853K Buy
+35,507
New +$983K 0.03% 850
2016
Q3 		– Sell
-2,752
Closed -$88.2K – 3469
2016
Q2 		$74K Sell
2,752
-5,235
-66% -$147K ﹤0.01% 2639
2016
Q1 		$150K Sell
7,987
-20,476
-72% -$282K ﹤0.01% 2379
2015
Q4 		$560K Buy
28,463
+18,380
+182% +$560K 0.01% 1848
2015
Q3 		$323K Buy
+10,083
New +$366K ﹤0.01% 2354
2015
Q2 		– Sell
-5,760
Closed -$304K – 4220
2015
Q1 		$298K Sell
5,760
-48,470
-89% -$2.1M ﹤0.01% 2480
2014
Q4 		$2.09M Buy
+54,230
New +$2.72M 0.01% 1364
2014
Q2 		– Sell
-33,557
Closed -$2.57M – 4791
2014
Q1 		$2.39M Buy
33,557
+13,742
+69% +$1.08M 0.01% 1350
2013
Q4 		$1.65M Buy
+19,815
New +$1.69M 0.01% 1633
2013
Q3 		– Sell
-423
Closed -$29.3K – 4405
2013
Q2 		$25K Buy
+423
New +$25.8K ﹤0.01% 3828

Other funds holding SM

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spot Trading's SM Position: Q3 2017 in Review

Spot Trading increased its SM Energy (SM) stake by 41% in Q3 2017, buying an estimated $105K and bringing the position to 23,091 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1792.

Spot Trading first reported a position in SM in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.39M in Q1 2014. 241 funds tracked by Wall St. Rank hold SM as of Q3 2017.

  • Spot Trading held 23,091 shares of SM Energy worth $410K as of Q3 2017.
  • Spot Trading bought 6,732 SM Energy shares in Q3 2017, an estimated $105K.
  • SM Energy made up 0.01% of Spot Trading's portfolio in Q3 2017, its #1792 holding.
  • Spot Trading first reported a position in SM Energy in Q2 2013 and has held it in 12 quarters since.
  • Spot Trading's SM Energy position peaked at $2.39M in Q1 2014.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.