CIBC Private Wealth Group
SMC

CIBC Private Wealth Group’s Summit Midstream SMC Stock Holding History

CIBC Private Wealth 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
2019
Q2 		– Sell
-10,217
Closed -$1.49M – 963
2019
Q1 		$1.49M Buy
+10,217
New +$1.8M 0.01% 516
2018
Q4 		– Sell
-16,579
Closed -$3.56M – 969
2018
Q3 		$3.56M Sell
16,579
-38,054
-70% -$9.38M 0.01% 409
2018
Q2 		$12.6M Buy
54,633
+15,644
+40% +$3.58M 0.05% 261
2018
Q1 		$8.22M Sell
38,989
-1,120
-3% -$320K 0.04% 304
2017
Q4 		$12.3M Sell
40,109
-30,419
-43% -$9.21M 0.05% 270
2017
Q3 		$21.2M Sell
70,528
-5,318
-7% -$1.74M 0.1% 188
2017
Q2 		$25.8M Sell
75,846
-6,315
-8% -$2.2M 0.16% 119
2017
Q1 		$29.6M Sell
82,161
-2,050
-2% -$742K 0.19% 113
2016
Q4 		$31.8M Sell
84,211
-22,150
-21% -$7.57M 0.21% 106
2016
Q3 		$36.6M Sell
106,361
-23,640
-18% -$8.17M 0.25% 93
2016
Q2 		$44.6M Sell
130,001
-20
-0% -$6.23K 0.33% 85
2016
Q1 		$33.1M Buy
130,021
+52,738
+68% +$12.6M 0.26% 95
2015
Q4 		$21.7M Sell
77,283
-15,789
-17% -$4.27M 0.17% 124
2015
Q3 		$24.6M Buy
93,072
+33,605
+57% +$12.8M 0.2% 107
2015
Q2 		$29.5M Buy
59,467
+46,381
+354% +$23M 0.21% 101
2015
Q1 		$6.31M Buy
13,086
+12,304
+1,573% +$6.54M 0.05% 261
2014
Q4 		$445K Buy
782
+9
+1% +$5.91K ﹤0.01% 552
2014
Q3 		$590K Hold
773
– – ﹤0.01% 518
2014
Q2 		$590K Buy
+773
New +$525K ﹤0.01% 503

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

CIBC Private Wealth Group's SMC Position: Q2 2019 in Review

CIBC Private Wealth Group sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 10,217 shares — an estimated $1.49M sold.

CIBC Private Wealth Group first reported a position in SMC in Q2 2014 and held it in 19 quarters. The position peaked at $44.6M in Q2 2016. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

  • CIBC Private Wealth Group reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,217 Summit Midstream shares in Q2 2019, an estimated $1.49M.
  • CIBC Private Wealth Group first reported a position in Summit Midstream in Q2 2014 and held it in 19 quarters.
  • CIBC Private Wealth Group's Summit Midstream position peaked at $44.6M in Q2 2016.
  • 53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

Based on CIBC Private Wealth Group's 13F filing for Q2 2019, filed 31 Jul 2019.