AG
SMMF

Advisor Group’s Summit Financial Group, Inc. SMMF Stock Holding History

Advisor Group’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
2018
Q2 		– Sell
-4,396
Closed -$110K – 5071
2018
Q1 		$110K Buy
+4,396
New +$111K ﹤0.01% 2495
2017
Q3 		– Sell
-4,727
Closed -$104K – 4976
2017
Q2 		$104K Buy
+4,727
New +$104K ﹤0.01% 2274

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Advisor Group's SMMF Position: Q2 2018 in Review

Advisor Group sold out of Summit Financial Group, Inc. (SMMF) in Q2 2018, closing a stake of 4,396 shares — an estimated $110K sold.

Advisor Group first reported a position in SMMF in Q2 2017 and held it in 2 quarters. The position peaked at $110K in Q1 2018. 71 funds tracked by Wall St. Rank hold SMMF as of Q2 2018.

  • Advisor Group reported no remaining Summit Financial Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 4,396 Summit Financial Group, Inc. shares in Q2 2018, an estimated $110K.
  • Advisor Group first reported a position in Summit Financial Group, Inc. in Q2 2017 and held it in 2 quarters.
  • Advisor Group's Summit Financial Group, Inc. position peaked at $110K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.