Bessemer Group
SMMF

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

Bessemer 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
Q4 		– Sell
-600
Closed -$14K – 2081
2018
Q3 		$14K Buy
+600
New +$15.2K ﹤0.01% 1553

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bessemer Group's SMMF Position: Q4 2018 in Review

Bessemer Group sold out of Summit Financial Group, Inc. (SMMF) in Q4 2018, closing a stake of 600 shares — an estimated $14K sold.

Bessemer Group first reported a position in SMMF in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 60 funds tracked by Wall St. Rank hold SMMF as of Q4 2018.

  • Bessemer Group reported no remaining Summit Financial Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Bessemer Group sold 600 Summit Financial Group, Inc. shares in Q4 2018, an estimated $14K.
  • Bessemer Group first reported a position in Summit Financial Group, Inc. in Q3 2018 and held it in 1 quarter.
  • Bessemer Group's Summit Financial Group, Inc. position peaked at $14K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2018.

Based on Bessemer Group's 13F filing for Q4 2018, filed 12 Feb 2019.