Creative Planning
SMMF

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

Creative Planning’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
Q3 		– Sell
-2,968
Closed -$65K – 3874
2017
Q2 		$65K Hold
2,968
– – ﹤0.01% 2313
2017
Q1 		$64K Buy
+2,968
New +$71.5K ﹤0.01% 2295

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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $2.9T AUM 29.55% 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
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Creative Planning's SMMF Position: Q3 2017 in Review

Creative Planning sold out of Summit Financial Group, Inc. (SMMF) in Q3 2017, closing a stake of 2,968 shares — an estimated $65K sold.

Creative Planning first reported a position in SMMF in Q1 2017 and held it in 2 quarters. The position peaked at $65K in Q2 2017. 57 funds tracked by Wall St. Rank hold SMMF as of Q3 2017.

  • Creative Planning reported no remaining Summit Financial Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,968 Summit Financial Group, Inc. shares in Q3 2017, an estimated $65K.
  • Creative Planning first reported a position in Summit Financial Group, Inc. in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Summit Financial Group, Inc. position peaked at $65K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.