AIA
SMC

Arrow Investment Advisors’s Summit Midstream SMC Stock Holding History

Arrow Investment Advisors’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
2020
Q1 		– Sell
-5,299
Closed -$263K – 57
2019
Q4 		$263K Buy
5,299
+1,215
+30% +$72.8K 0.13% 62
2019
Q3 		$298 Buy
4,084
+1,304
+47% +$120K 0.14% 60
2019
Q2 		$310K Sell
2,780
-77
-3% -$9.38K 0.12% 59
2019
Q1 		$417K Buy
2,857
+713
+33% +$126K 0.17% 55
2018
Q4 		$323K Buy
2,144
+32
+2% +$6.67K 0.13% 62
2018
Q3 		$453K Sell
2,112
-187
-8% -$46.1K 0.15% 55
2018
Q2 		$531K Buy
2,299
+140
+6% +$32.1K 0.17% 53
2018
Q1 		$455K Sell
2,159
-124
-5% -$35.4K 0.13% 67
2017
Q4 		$702K Buy
2,283
+13
+0.6% +$3.94K 0.2% 39
2017
Q3 		$681K Buy
2,270
+300
+15% +$97.9K 0.2% 53
2017
Q2 		$669K Buy
+1,970
New +$685K 0.18% 44

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Arrow Investment Advisors's SMC Position: Q1 2020 in Review

Arrow Investment Advisors sold out of Summit Midstream (SMC) in Q1 2020, closing a stake of 5,299 shares — an estimated $263K sold.

Arrow Investment Advisors first reported a position in SMC in Q2 2017 and held it in 11 quarters. The position peaked at $702K in Q4 2017. 35 funds tracked by Wall St. Rank hold SMC as of Q1 2020.

  • Arrow Investment Advisors reported no remaining Summit Midstream position as of Q1 2020 after selling out during the quarter.
  • Arrow Investment Advisors sold 5,299 Summit Midstream shares in Q1 2020, an estimated $263K.
  • Arrow Investment Advisors first reported a position in Summit Midstream in Q2 2017 and held it in 11 quarters.
  • Arrow Investment Advisors's Summit Midstream position peaked at $702K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2020.

Based on Arrow Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.