AIM
SMC

Acrospire Investment Management’s Summit Midstream SMC Stock Holding History

Acrospire Investment Management’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-132
Closed -$45K – 1483
2017
Q2 		$45K Buy
132
+20
+18% +$6.96K 0.04% 952
2017
Q1 		$40K Sell
112
-326
-74% -$118K 0.03% 1140
2016
Q4 		$165K Buy
438
+359
+454% +$123K 0.07% 520
2016
Q3 		$27K Buy
+79
New +$27.3K 0.02% 1393
2016
Q2 		– Sell
-346
Closed -$88K – 2315
2016
Q1 		$88K Buy
+346
New +$82.8K 0.06% 412

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Acrospire Investment Management's SMC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Summit Midstream (SMC) in Q3 2017, closing a stake of 132 shares — an estimated $45K sold.

Acrospire Investment Management first reported a position in SMC in Q1 2016 and held it in 5 quarters. The position peaked at $165K in Q4 2016. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Summit Midstream position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 132 Summit Midstream shares in Q3 2017, an estimated $45K.
  • Acrospire Investment Management first reported a position in Summit Midstream in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Summit Midstream position peaked at $165K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.