FWIA
SMC

Fort Washington Investment Advisors’s Summit Midstream SMC Stock Holding History

Fort Washington Investment 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
2020
Q1 		– Sell
-3,616
Closed -$180K – 497
2019
Q4 		$180K Hold
3,616
– – ﹤0.01% 490
2019
Q3 		$264K Hold
3,616
– – ﹤0.01% 453
2019
Q2 		$403K Sell
3,616
-8,333
-70% -$1.02M ﹤0.01% 410
2019
Q1 		$1.74M Buy
11,949
+2,000
+20% +$352K 0.02% 281
2018
Q4 		$1.5M Buy
9,949
+5,100
+105% +$1.06M 0.02% 299
2018
Q3 		$1.04M Buy
+4,849
New +$1.19M 0.01% 351
2017
Q2 		– Sell
-4,667
Closed -$1.68M – 497
2017
Q1 		$1.68M Sell
4,667
-2,333
-33% -$844K 0.03% 249
2016
Q4 		$2.64M Sell
7,000
-933
-12% -$319K 0.04% 196
2016
Q3 		$2.73M Buy
7,933
+3,666
+86% +$1.27M 0.05% 175
2016
Q2 		$1.46M Sell
4,267
-6,466
-60% -$2.01M 0.03% 240
2016
Q1 		$2.73M Buy
10,733
+1,666
+18% +$399K 0.05% 178
2015
Q4 		$2.55M Buy
9,067
+1,334
+17% +$361K 0.05% 189
2015
Q3 		$2.04M Buy
7,733
+2,000
+35% +$761K 0.04% 213
2015
Q2 		$2.84M Buy
5,733
+1,133
+25% +$562K 0.05% 173
2015
Q1 		$2.22M Buy
4,600
+20
+0.4% +$10.6K 0.04% 198
2014
Q4 		$2.61M Sell
4,580
-587
-11% -$386K 0.05% 187
2014
Q3 		$3.94M Sell
5,167
-6,065
-54% -$4.65M 0.08% 152
2014
Q2 		$8.57M Buy
11,232
+7,703
+218% +$5.23M 0.17% 127
2014
Q1 		$2.27M Buy
3,529
+2,329
+194% +$1.37M 0.05% 197
2013
Q4 		$660K Buy
+1,200
New +$606K 0.01% 373

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Fort Washington Investment Advisors's SMC Position: Q1 2020 in Review

Fort Washington Investment Advisors sold out of Summit Midstream (SMC) in Q1 2020, closing a stake of 3,616 shares — an estimated $180K sold.

Fort Washington Investment Advisors first reported a position in SMC in Q4 2013 and held it in 20 quarters. The position peaked at $8.57M in Q2 2014. 35 funds tracked by Wall St. Rank hold SMC as of Q1 2020.

  • Fort Washington Investment Advisors reported no remaining Summit Midstream position as of Q1 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 3,616 Summit Midstream shares in Q1 2020, an estimated $180K.
  • Fort Washington Investment Advisors first reported a position in Summit Midstream in Q4 2013 and held it in 20 quarters.
  • Fort Washington Investment Advisors's Summit Midstream position peaked at $8.57M in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.