GXMC
SMC

Global X Management Company’s Summit Midstream SMC Stock Holding History

Global X Management Company’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
-1,010
Closed -$343K – 1177
2017
Q2 		$343K Buy
1,010
+100
+11% +$34.8K 0.01% 619
2017
Q1 		$327K Sell
910
-28,255
-97% -$10.2M 0.01% 590
2016
Q4 		$11M Buy
29,165
+1,659
+6% +$567K 0.49% 54
2016
Q3 		$9.46M Buy
27,506
+3,353
+14% +$1.16M 0.42% 69
2016
Q2 		$8.28M Buy
24,153
+2,210
+10% +$688K 0.42% 80
2016
Q1 		$5.59M Buy
21,943
+21,294
+3,281% +$5.1M 0.35% 118
2015
Q4 		$182K Sell
649
-215
-25% -$58.2K 0.01% 303
2015
Q3 		$228K Sell
864
-72
-8% -$27.4K 0.02% 278
2015
Q2 		$464K Buy
936
+5
+0.5% +$2.48K 0.03% 262
2015
Q1 		$449K Sell
931
-64
-6% -$34K 0.03% 266
2014
Q4 		$567K Buy
995
+23
+2% +$15.1K 0.03% 272
2014
Q3 		$742K Buy
972
+7
+0.7% +$5.37K 0.04% 261
2014
Q2 		$736K Buy
+965
New +$655K 0.04% 264

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 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

Global X Management Company's SMC Position: Q3 2017 in Review

Global X Management Company sold out of Summit Midstream (SMC) in Q3 2017, closing a stake of 1,010 shares — an estimated $343K sold.

Global X Management Company first reported a position in SMC in Q2 2014 and held it in 13 quarters. The position peaked at $11M in Q4 2016. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2017.

  • Global X Management Company reported no remaining Summit Midstream position as of Q3 2017 after selling out during the quarter.
  • Global X Management Company sold 1,010 Summit Midstream shares in Q3 2017, an estimated $343K.
  • Global X Management Company first reported a position in Summit Midstream in Q2 2014 and held it in 13 quarters.
  • Global X Management Company's Summit Midstream position peaked at $11M in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2017.

Based on Global X Management Company's 13F filing for Q3 2017, filed 3 Nov 2017.