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Zweig-DiMenna Associates’s SM Energy SM Stock Holding History

Zweig-DiMenna Associates’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
Q4 		– Sell
-3,100
Closed -$242K – 319
2014
Q3 		$242K Sell
3,100
-3,500
-53% -$286K 0.01% 236
2014
Q2 		$555K Buy
+6,600
New +$506K 0.03% 142

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Zweig-DiMenna Associates's SM Position: Q4 2014 in Review

Zweig-DiMenna Associates sold out of SM Energy (SM) in Q4 2014, closing a stake of 3,100 shares — an estimated $242K sold.

Zweig-DiMenna Associates first reported a position in SM in Q2 2014 and held it in 2 quarters. The position peaked at $555K in Q2 2014. 279 funds tracked by Wall St. Rank hold SM as of Q4 2014.

  • Zweig-DiMenna Associates reported no remaining SM Energy position as of Q4 2014 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 3,100 SM Energy shares in Q4 2014, an estimated $242K.
  • Zweig-DiMenna Associates first reported a position in SM Energy in Q2 2014 and held it in 2 quarters.
  • Zweig-DiMenna Associates's SM Energy position peaked at $555K in Q2 2014.
  • 279 funds tracked by Wall St. Rank held SM Energy as of Q4 2014.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2014, filed 12 Feb 2015.