FMII
SMC

Farmers & Merchants Investments Inc’s Summit Midstream SMC Stock Holding History

Farmers & Merchants Investments Inc’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
-67
Closed -$23K – 875
2017
Q2 		$23K Buy
+67
New +$23.3K ﹤0.01% 422

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 17.47% 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 $2.23B AUM 42.72% 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

Farmers & Merchants Investments Inc's SMC Position: Q3 2017 in Review

Farmers & Merchants Investments Inc sold out of Summit Midstream (SMC) in Q3 2017, closing a stake of 67 shares — an estimated $23K sold.

Farmers & Merchants Investments Inc first reported a position in SMC in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2017.

  • Farmers & Merchants Investments Inc reported no remaining Summit Midstream position as of Q3 2017 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 67 Summit Midstream shares in Q3 2017, an estimated $23K.
  • Farmers & Merchants Investments Inc first reported a position in Summit Midstream in Q2 2017 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Summit Midstream position peaked at $23K in Q2 2017.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2017.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2017, filed 19 Oct 2017.