GWS
SMMF

Glassman Wealth Services’s Summit Financial Group, Inc. SMMF Stock Holding History

Glassman Wealth Services’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16
Closed – – 1603
2020
Q1 		$0 Buy
+16
New +$371 ﹤0.01% 1655

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

Glassman Wealth Services's SMMF Position: Q2 2020 in Review

Glassman Wealth Services sold out of Summit Financial Group, Inc. (SMMF) in Q2 2020, closing a stake of 16 shares.

Glassman Wealth Services first reported a position in SMMF in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 57 funds tracked by Wall St. Rank hold SMMF as of Q2 2020.

  • Glassman Wealth Services reported no remaining Summit Financial Group, Inc. position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 16 Summit Financial Group, Inc. shares in Q2 2020.
  • Glassman Wealth Services first reported a position in Summit Financial Group, Inc. in Q1 2020 and held it in 1 quarter.
  • Glassman Wealth Services's Summit Financial Group, Inc. position peaked at $0 in Q1 2020.
  • 57 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.