DLG
SMC

Daniel L. Goodwin’s Summit Midstream SMC Stock Holding History

Daniel L. Goodwin’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
2017
Q3 		– Sell
-1,026
Closed -$348K – 96
2017
Q2 		$348K Hold
1,026
– – 0.16% 65
2017
Q1 		$369K Hold
1,026
– – 0.15% 58
2016
Q4 		$387K Sell
1,026
-1,010
-50% -$345K 0.16% 58
2016
Q3 		$701K Hold
2,036
– – 0.25% 46
2016
Q2 		$698K Hold
2,036
– – 0.23% 42
2016
Q1 		$518K Hold
2,036
– – 0.12% 55
2015
Q4 		$572K Sell
2,036
-33
-2% -$8.93K 0.14% 54
2015
Q3 		$547K Hold
2,069
– – 0.15% 53
2015
Q2 		$1.03M Buy
2,069
+20
+1% +$9.92K 0.27% 28
2015
Q1 		$999K Buy
2,049
+872
+74% +$464K 0.22% 36
2014
Q4 		$671K Buy
+1,177
New +$773K 0.12% 59

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Daniel L. Goodwin's SMC Position: Q3 2017 in Review

Daniel L. Goodwin sold out of Summit Midstream (SMC) in Q3 2017, closing a stake of 1,026 shares — an estimated $348K sold.

Daniel L. Goodwin first reported a position in SMC in Q4 2014 and held it in 11 quarters. The position peaked at $1.03M in Q2 2015. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2017.

  • Daniel L. Goodwin reported no remaining Summit Midstream position as of Q3 2017 after selling out during the quarter.
  • Daniel L. Goodwin sold 1,026 Summit Midstream shares in Q3 2017, an estimated $348K.
  • Daniel L. Goodwin first reported a position in Summit Midstream in Q4 2014 and held it in 11 quarters.
  • Daniel L. Goodwin's Summit Midstream position peaked at $1.03M in Q2 2015.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2017.

Based on Daniel L. Goodwin's 13F filing for Q3 2017, filed 25 Oct 2017.