CCMH
SMMF

Cornerstone Capital Management Holdings’s Summit Financial Group, Inc. SMMF Stock Holding History

Cornerstone Capital Management Holdings’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
2017
Q4 		$39K Buy
1,500
+900
+150% +$24.1K ﹤0.01% 1197
2017
Q3 		$15K Buy
+600
New +$13.4K ﹤0.01% 1243

Other funds holding SMMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

Cornerstone Capital Management Holdings's SMMF Position: Q4 2017 in Review

Cornerstone Capital Management Holdings increased its Summit Financial Group, Inc. (SMMF) stake by 150% in Q4 2017, buying an estimated $24.1K and bringing the position to 1,500 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Cornerstone Capital Management Holdings first reported a position in SMMF in Q3 2017 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold SMMF as of Q4 2017.

  • Cornerstone Capital Management Holdings held 1,500 shares of Summit Financial Group, Inc. worth $39K as of Q4 2017.
  • Cornerstone Capital Management Holdings bought 900 Summit Financial Group, Inc. shares in Q4 2017, an estimated $24.1K.
  • Summit Financial Group, Inc. made up ﹤0.01% of Cornerstone Capital Management Holdings's portfolio in Q4 2017, its #1197 holding.
  • Cornerstone Capital Management Holdings first reported a position in Summit Financial Group, Inc. in Q3 2017 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.