BCM
SMC

Brookstone Capital Management’s Summit Midstream SMC Stock Holding History

Brookstone Capital Management’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
Q3 		– Sell
-756
Closed -$11K – 475
2020
Q2 		$11K Buy
+756
New +$11.8K ﹤0.01% 356

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Brookstone Capital Management's SMC Position: Q3 2020 in Review

Brookstone Capital Management sold out of Summit Midstream (SMC) in Q3 2020, closing a stake of 756 shares — an estimated $11K sold.

Brookstone Capital Management first reported a position in SMC in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 33 funds tracked by Wall St. Rank hold SMC as of Q3 2020.

  • Brookstone Capital Management reported no remaining Summit Midstream position as of Q3 2020 after selling out during the quarter.
  • Brookstone Capital Management sold 756 Summit Midstream shares in Q3 2020, an estimated $11K.
  • Brookstone Capital Management first reported a position in Summit Midstream in Q2 2020 and held it in 1 quarter.
  • Brookstone Capital Management's Summit Midstream position peaked at $11K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2020.

Based on Brookstone Capital Management's 13F filing for Q3 2020, filed 13 Oct 2020.