FAAS
SMC

First Allied Advisory Services’s Summit Midstream SMC Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$20K Hold
2,000
– – ﹤0.01% 1174
2020
Q2 		$30K Buy
+2,000
New +$31.3K ﹤0.01% 1096

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Allied Advisory Services's SMC Position: Q3 2020 in Review

First Allied Advisory Services held its Summit Midstream (SMC) position steady in Q3 2020 at 2,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

First Allied Advisory Services first reported a position in SMC in Q2 2020 and has held it in 2 quarters since. The position peaked at $30K in Q2 2020. 33 funds tracked by Wall St. Rank hold SMC as of Q3 2020.

  • First Allied Advisory Services held 2,000 shares of Summit Midstream worth $20K as of Q3 2020.
  • First Allied Advisory Services left its Summit Midstream share count unchanged in Q3 2020.
  • Summit Midstream made up ﹤0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1174 holding.
  • First Allied Advisory Services first reported a position in Summit Midstream in Q2 2020 and has held it in 2 quarters since.
  • First Allied Advisory Services's Summit Midstream position peaked at $30K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.