V
SM icon

Veritable’s SM Energy SM Stock Holding History

Veritable’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
2013
Q3 		– Sell
-8,658
Closed -$519K – 969
2013
Q2 		$519K Buy
+8,658
New +$528K 0.01% 560

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Veritable's SM Position: Q3 2013 in Review

Veritable sold out of SM Energy (SM) in Q3 2013, closing a stake of 8,658 shares — an estimated $519K sold.

Veritable first reported a position in SM in Q2 2013 and held it in 1 quarter. The position peaked at $519K in Q2 2013. 282 funds tracked by Wall St. Rank hold SM as of Q3 2013.

  • Veritable reported no remaining SM Energy position as of Q3 2013 after selling out during the quarter.
  • Veritable sold 8,658 SM Energy shares in Q3 2013, an estimated $519K.
  • Veritable first reported a position in SM Energy in Q2 2013 and held it in 1 quarter.
  • Veritable's SM Energy position peaked at $519K in Q2 2013.
  • 282 funds tracked by Wall St. Rank held SM Energy as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.