AIM
SMMF

Acrospire Investment Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Acrospire Investment Management’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-225
Closed -$5K – 1549
2017
Q2 		$5K Sell
225
-2,139
-90% -$46.9K ﹤0.01% 1968
2017
Q1 		$51K Buy
2,364
+541
+30% +$13K 0.04% 946
2016
Q4 		$50K Sell
1,823
-1,911
-51% -$44.8K 0.02% 1403
2016
Q3 		$72K Sell
3,734
-2,135
-36% -$41.4K 0.05% 806
2016
Q2 		$103K Sell
5,869
-646
-10% -$11.5K 0.08% 425
2016
Q1 		$101K Buy
+6,515
New +$84.6K 0.07% 316

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

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

Acrospire Investment Management sold out of Summit Financial Group, Inc. (SMMF) in Q3 2017, closing a stake of 225 shares — an estimated $5K sold.

Acrospire Investment Management first reported a position in SMMF in Q1 2016 and held it in 6 quarters. The position peaked at $103K in Q2 2016. 57 funds tracked by Wall St. Rank hold SMMF as of Q3 2017.

  • Acrospire Investment Management reported no remaining Summit Financial Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 225 Summit Financial Group, Inc. shares in Q3 2017, an estimated $5K.
  • Acrospire Investment Management first reported a position in Summit Financial Group, Inc. in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Summit Financial Group, Inc. position peaked at $103K in Q2 2016.
  • 57 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2017.

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