VAM
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Visium Asset Management’s SM Energy SM Stock Holding History

Visium Asset 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
Q3 		– Sell
-10,555
Closed -$888K – 1199
2014
Q2 		$888K Buy
+10,555
New +$809K 0.01% 564
2014
Q1 		– Sell
-21,276
Closed -$1.77M – 1013
2013
Q4 		$1.77M Buy
+21,276
New +$1.81M 0.03% 364

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Visium Asset Management's SM Position: Q3 2014 in Review

Visium Asset Management sold out of SM Energy (SM) in Q3 2014, closing a stake of 10,555 shares — an estimated $888K sold.

Visium Asset Management first reported a position in SM in Q4 2013 and held it in 2 quarters. The position peaked at $1.77M in Q4 2013. 320 funds tracked by Wall St. Rank hold SM as of Q3 2014.

  • Visium Asset Management reported no remaining SM Energy position as of Q3 2014 after selling out during the quarter.
  • Visium Asset Management sold 10,555 SM Energy shares in Q3 2014, an estimated $888K.
  • Visium Asset Management first reported a position in SM Energy in Q4 2013 and held it in 2 quarters.
  • Visium Asset Management's SM Energy position peaked at $1.77M in Q4 2013.
  • 320 funds tracked by Wall St. Rank held SM Energy as of Q3 2014.

Based on Visium Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.