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Wealthfront’s SM Energy SM Stock Holding History

Wealthfront’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
-501
Closed -$16K – 930
2015
Q3 		$16K Buy
501
+183
+58% +$6.64K ﹤0.01% 816
2015
Q2 		$15K Buy
318
+45
+16% +$2.37K ﹤0.01% 722
2015
Q1 		$14K Buy
273
+272
+27,200% +$11.8K ﹤0.01% 588
2014
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 952

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

Wealthfront's SM Position: Q4 2015 in Review

Wealthfront sold out of SM Energy (SM) in Q4 2015, closing a stake of 501 shares — an estimated $16K sold.

Wealthfront first reported a position in SM in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 241 funds tracked by Wall St. Rank hold SM as of Q4 2015.

  • Wealthfront reported no remaining SM Energy position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 501 SM Energy shares in Q4 2015, an estimated $16K.
  • Wealthfront first reported a position in SM Energy in Q4 2014 and held it in 4 quarters.
  • Wealthfront's SM Energy position peaked at $16K in Q3 2015.
  • 241 funds tracked by Wall St. Rank held SM Energy as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.