DADC
SMMF

D.A. Davidson & Co’s Summit Financial Group, Inc. SMMF Stock Holding History

D.A. Davidson & Co’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
-455
Closed -$10K – 2064
2017
Q2 		$10K Buy
+455
New +$9.97K ﹤0.01% 2051

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

D.A. Davidson & Co's SMMF Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Summit Financial Group, Inc. (SMMF) in Q3 2017, closing a stake of 455 shares — an estimated $10K sold.

D.A. Davidson & Co first reported a position in SMMF in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 57 funds tracked by Wall St. Rank hold SMMF as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Summit Financial Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 455 Summit Financial Group, Inc. shares in Q3 2017, an estimated $10K.
  • D.A. Davidson & Co first reported a position in Summit Financial Group, Inc. in Q2 2017 and held it in 1 quarter.
  • D.A. Davidson & Co's Summit Financial Group, Inc. position peaked at $10K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.