URS
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Utah Retirement Systems’s SM Energy SM Stock Holding History

Utah Retirement Systems’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
2019
Q1 		– Sell
-20,720
Closed -$321K – 991
2018
Q4 		$321K Buy
20,720
+100
+0.5% +$2.31K 0.01% 943
2018
Q3 		$650K Buy
20,620
+100
+0.5% +$2.87K 0.01% 877
2018
Q2 		$527K Hold
20,520
– – 0.01% 924
2018
Q1 		$370K Hold
20,520
– – 0.01% 932
2017
Q4 		$454K Buy
20,520
+300
+1% +$6.05K 0.01% 921
2017
Q3 		$359K Hold
20,220
– – 0.01% 948
2017
Q2 		$335K Buy
20,220
+2,600
+15% +$51.6K 0.01% 959
2017
Q1 		$423K Hold
17,620
– – 0.01% 900
2016
Q4 		$608K Buy
17,620
+2,000
+13% +$72.3K 0.02% 820
2016
Q3 		$602K Buy
15,620
+3,500
+29% +$112K 0.02% 817
2016
Q2 		$327K Buy
12,120
+100
+0.8% +$2.8K 0.01% 949
2016
Q1 		$226K Hold
12,020
– – 0.01% 970
2015
Q4 		$236K Hold
12,020
– – 0.01% 986
2015
Q3 		$385K Buy
12,020
+100
+0.8% +$3.63K 0.01% 927
2015
Q2 		$549K Hold
11,920
– – 0.01% 886
2015
Q1 		$616K Buy
11,920
+300
+3% +$13K 0.02% 835
2014
Q4 		$448K Hold
11,620
– – 0.01% 916
2014
Q3 		$907K Sell
11,620
-100
-0.9% -$8.16K 0.03% 632
2014
Q2 		$985K Sell
11,720
-200
-2% -$15.3K 0.03% 619
2014
Q1 		$850K Buy
11,920
+100
+0.8% +$7.82K 0.02% 666
2013
Q4 		$982K Hold
11,820
– – 0.03% 588
2013
Q3 		$912K Sell
11,820
-100
-0.8% -$6.92K 0.03% 591
2013
Q2 		$715K Buy
+11,920
New +$727K 0.02% 676

Other funds holding SM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Utah Retirement Systems's SM Position: Q1 2019 in Review

Utah Retirement Systems sold out of SM Energy (SM) in Q1 2019, closing a stake of 20,720 shares — an estimated $321K sold.

Utah Retirement Systems first reported a position in SM in Q2 2013 and held it in 23 quarters. The position peaked at $985K in Q2 2014. 251 funds tracked by Wall St. Rank hold SM as of Q1 2019.

  • Utah Retirement Systems reported no remaining SM Energy position as of Q1 2019 after selling out during the quarter.
  • Utah Retirement Systems sold 20,720 SM Energy shares in Q1 2019, an estimated $321K.
  • Utah Retirement Systems first reported a position in SM Energy in Q2 2013 and held it in 23 quarters.
  • Utah Retirement Systems's SM Energy position peaked at $985K in Q2 2014.
  • 251 funds tracked by Wall St. Rank held SM Energy as of Q1 2019.

Based on Utah Retirement Systems's 13F filing for Q1 2019, filed 15 May 2019.