Stifel Nicolaus & Co’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$476K Buy
6,171
+1,164
+23% +$80.5K 0.01% 921
2013
Q2
$300K Buy
+5,007
New +$305K 0.01% 1089

Other funds holding SM

Stifel Nicolaus & Co's SM Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its SM Energy (SM) stake by 23% in Q3 2013, buying an estimated $80.5K and bringing the position to 6,171 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #921.

Stifel Nicolaus & Co first reported a position in SM in Q2 2013 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold SM as of Q3 2013.

  • Stifel Nicolaus & Co held 6,171 shares of SM Energy worth $476K as of Q3 2013.
  • Stifel Nicolaus & Co bought 1,164 SM Energy shares in Q3 2013, an estimated $80.5K.
  • SM Energy made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #921 holding.
  • Stifel Nicolaus & Co first reported a position in SM Energy in Q2 2013 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.