EA
SMC

Edge Advisors’s Summit Midstream SMC Stock Holding History

Edge Advisors’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
2018
Q2 		$85K Hold
370
– – 0.01% 425
2018
Q1 		$78K Hold
370
– – 0.01% 455
2017
Q4 		$113K Hold
370
– – 0.01% 377
2017
Q3 		$111K Hold
370
– – 0.01% 370
2017
Q2 		$125K Buy
370
+95
+35% +$33K 0.01% 367
2017
Q1 		$98K Hold
275
– – 0.01% 409
2016
Q4 		$103K Buy
+275
New +$93.9K 0.01% 374

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
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Edge Advisors's SMC Position: Q2 2018 in Review

Edge Advisors held its Summit Midstream (SMC) position steady in Q2 2018 at 370 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #425.

Edge Advisors first reported a position in SMC in Q4 2016 and has held it in 7 quarters since. The position peaked at $125K in Q2 2017. 76 funds tracked by Wall St. Rank hold SMC as of Q2 2018.

  • Edge Advisors held 370 shares of Summit Midstream worth $85K as of Q2 2018.
  • Edge Advisors left its Summit Midstream share count unchanged in Q2 2018.
  • Summit Midstream made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #425 holding.
  • Edge Advisors first reported a position in Summit Midstream in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Summit Midstream position peaked at $125K in Q2 2017.
  • 76 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.