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Strategic Investment Management’s SM Energy SM Stock Holding History

Strategic Investment Management’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
2014
Q2 		– Sell
-2,920
Closed -$208K – 120
2014
Q1 		$208K Hold
2,920
– – 0.03% 44
2013
Q4 		$233K Buy
+2,920
New +$249K 0.06% 32

Other funds holding SM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Strategic Investment Management's SM Position: Q2 2014 in Review

Strategic Investment Management sold out of SM Energy (SM) in Q2 2014, closing a stake of 2,920 shares — an estimated $208K sold.

Strategic Investment Management first reported a position in SM in Q4 2013 and held it in 2 quarters. The position peaked at $233K in Q4 2013. 316 funds tracked by Wall St. Rank hold SM as of Q2 2014.

  • Strategic Investment Management reported no remaining SM Energy position as of Q2 2014 after selling out during the quarter.
  • Strategic Investment Management sold 2,920 SM Energy shares in Q2 2014, an estimated $208K.
  • Strategic Investment Management first reported a position in SM Energy in Q4 2013 and held it in 2 quarters.
  • Strategic Investment Management's SM Energy position peaked at $233K in Q4 2013.
  • 316 funds tracked by Wall St. Rank held SM Energy as of Q2 2014.

Based on Strategic Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.