CAPTRUST Financial Advisors
SMC

CAPTRUST Financial Advisors’s Summit Midstream SMC Stock Holding History

CAPTRUST Financial 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
2019
Q2 		– Sell
-6
Closed -$1K – 2018
2019
Q1 		$1K Buy
+6
New +$1.06K ﹤0.01% 1769

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CAPTRUST Financial Advisors's SMC Position: Q2 2019 in Review

CAPTRUST Financial Advisors sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SMC in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

  • CAPTRUST Financial Advisors reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6 Summit Midstream shares in Q2 2019, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Summit Midstream in Q1 2019 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Summit Midstream position peaked at $1K in Q1 2019.
  • 53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.