DPIM
SMC

Duff & Phelps Investment Management’s Summit Midstream SMC Stock Holding History

Duff & Phelps Investment Management’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
2015
Q2 		– Sell
-10,000
Closed -$4.83M – 238
2015
Q1 		$4.83M Hold
10,000
– – 0.07% 130
2014
Q4 		$5.7M Hold
10,000
– – 0.08% 124
2014
Q3 		$7.63M Buy
+10,000
New +$7.67M 0.11% 120

Other funds holding SMC

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Duff & Phelps Investment Management's SMC Position: Q2 2015 in Review

Duff & Phelps Investment Management sold out of Summit Midstream (SMC) in Q2 2015, closing a stake of 10,000 shares — an estimated $4.83M sold.

Duff & Phelps Investment Management first reported a position in SMC in Q3 2014 and held it in 3 quarters. The position peaked at $7.63M in Q3 2014. 70 funds tracked by Wall St. Rank hold SMC as of Q2 2015.

  • Duff & Phelps Investment Management reported no remaining Summit Midstream position as of Q2 2015 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 10,000 Summit Midstream shares in Q2 2015, an estimated $4.83M.
  • Duff & Phelps Investment Management first reported a position in Summit Midstream in Q3 2014 and held it in 3 quarters.
  • Duff & Phelps Investment Management's Summit Midstream position peaked at $7.63M in Q3 2014.
  • 70 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2015.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2015, filed 8 Jul 2015.