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

Axa’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 Q3	–	Sell	-9,465	Closed	-$254K	–	1404
2018 Q2	$254K	Hold	9,465	–	–	﹤0.01%	1268
2018 Q1	$237K	Sell	9,465 -935	-9%	-$23.7K	﹤0.01%	1298
2017 Q4	$274K	Hold	10,400	–	–	﹤0.01%	1260
2017 Q3	$267K	Buy	+10,400	New	+$233K	﹤0.01%	1222
2016 Q2	–	Sell	-1,000	Closed	-$15K	–	1424
2016 Q1	$15K	Hold	1,000	–	–	﹤0.01%	1296
2015 Q4	$12K	Buy	+1,000	New	+$11.6K	﹤0.01%	1376

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Axa's SMMF Position: Q3 2018 in Review

Axa sold out of Summit Financial Group, Inc. (SMMF) in Q3 2018, closing a stake of 9,465 shares — an estimated $254K sold.

Axa first reported a position in SMMF in Q4 2015 and held it in 6 quarters. The position peaked at $274K in Q4 2017. 64 funds tracked by Wall St. Rank hold SMMF as of Q3 2018.

Axa reported no remaining Summit Financial Group, Inc. position as of Q3 2018 after selling out during the quarter.
Axa sold 9,465 Summit Financial Group, Inc. shares in Q3 2018, an estimated $254K.
Axa first reported a position in Summit Financial Group, Inc. in Q4 2015 and held it in 6 quarters.
Axa's Summit Financial Group, Inc. position peaked at $274K in Q4 2017.
64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2018.

Based on Axa's 13F filing for Q3 2018, filed 8 Nov 2018.