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Washington Trust Bank’s SM Energy SM Stock Holding History

Washington Trust Bank’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
2015
Q4 		– Sell
-2,140
Closed -$69K – 788
2015
Q3 		$69K Buy
2,140
+160
+8% +$5.8K 0.02% 348
2015
Q2 		$91K Hold
1,980
– – 0.02% 315
2015
Q1 		$102K Buy
+1,980
New +$85.9K 0.02% 326

Other funds holding SM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Washington Trust Bank's SM Position: Q4 2015 in Review

Washington Trust Bank sold out of SM Energy (SM) in Q4 2015, closing a stake of 2,140 shares — an estimated $69K sold.

Washington Trust Bank first reported a position in SM in Q1 2015 and held it in 3 quarters. The position peaked at $102K in Q1 2015. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

  • Washington Trust Bank reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
  • Washington Trust Bank sold 2,140 SM Energy shares in Q4 2015, an estimated $69K.
  • Washington Trust Bank first reported a position in SM Energy in Q1 2015 and held it in 3 quarters.
  • Washington Trust Bank's SM Energy position peaked at $102K in Q1 2015.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on Washington Trust Bank's 13F filing for Q4 2015, filed 21 Jan 2016.