Baird Financial Group
SMC

Baird Financial Group’s Summit Midstream SMC Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-914
Closed -$329K – 1262
2017
Q1 		$329K Buy
914
+17
+2% +$6.15K ﹤0.01% 1059
2016
Q4 		$339K Buy
897
+72
+9% +$24.6K ﹤0.01% 1027
2016
Q3 		$284K Sell
825
-27
-3% -$9.33K ﹤0.01% 1067
2016
Q2 		$292K Hold
852
– – ﹤0.01% 1051
2016
Q1 		$217K Sell
852
-138
-14% -$33K ﹤0.01% 1133
2015
Q4 		$278K Sell
990
-414
-29% -$112K ﹤0.01% 1093
2015
Q3 		$371K Buy
1,404
+491
+54% +$187K ﹤0.01% 1001
2015
Q2 		$453K Buy
+913
New +$453K ﹤0.01% 994

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group's SMC Position: Q2 2017 in Review

Baird Financial Group sold out of Summit Midstream (SMC) in Q2 2017, closing a stake of 914 shares — an estimated $329K sold.

Baird Financial Group first reported a position in SMC in Q2 2015 and held it in 8 quarters. The position peaked at $453K in Q2 2015. 73 funds tracked by Wall St. Rank hold SMC as of Q2 2017.

  • Baird Financial Group reported no remaining Summit Midstream position as of Q2 2017 after selling out during the quarter.
  • Baird Financial Group sold 914 Summit Midstream shares in Q2 2017, an estimated $329K.
  • Baird Financial Group first reported a position in Summit Midstream in Q2 2015 and held it in 8 quarters.
  • Baird Financial Group's Summit Midstream position peaked at $453K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2017.

Based on Baird Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.