Stoneridge Investment Partners’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-17,800
Closed -$687K 300
2014
Q4
$687K Buy
17,800
+2,700
+18% +$104K 0.09% 172
2014
Q3
$1.18M Sell
15,100
-19
-0.1% -$1.48K 0.17% 150
2014
Q2
$1.27M Buy
+15,119
New +$1.27M 0.19% 138