FPCG
SMC

Forum Private Client Group’s Summit Midstream SMC Stock Holding History

Forum Private Client Group’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
2023
Q4 		– Sell
-12,350
Closed -$171K – 74
2023
Q3 		$171K Buy
+12,350
New +$179K 1.29% 3

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Forum Private Client Group's SMC Position: Q4 2023 in Review

Forum Private Client Group sold out of Summit Midstream (SMC) in Q4 2023, closing a stake of 12,350 shares — an estimated $171K sold.

Forum Private Client Group first reported a position in SMC in Q3 2023 and held it in 1 quarter. The position peaked at $171K in Q3 2023. 30 funds tracked by Wall St. Rank hold SMC as of Q4 2023.

  • Forum Private Client Group reported no remaining Summit Midstream position as of Q4 2023 after selling out during the quarter.
  • Forum Private Client Group sold 12,350 Summit Midstream shares in Q4 2023, an estimated $171K.
  • Forum Private Client Group first reported a position in Summit Midstream in Q3 2023 and held it in 1 quarter.
  • Forum Private Client Group's Summit Midstream position peaked at $171K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2023.

Based on Forum Private Client Group's 13F filing for Q4 2023, filed 19 Jan 2024.