Gradient Investments’s Summit Midstream SMC Stock Holding History

Gradient Investments’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
2022 Q3	–	Sell	-145	Closed	-$2K	–	1566
2022 Q2	$2K	Hold	145	–	–	﹤0.01%	1086
2022 Q1	$2K	Hold	145	–	–	﹤0.01%	1073
2021 Q4	$3K	Hold	145	–	–	﹤0.01%	1038
2021 Q3	$5K	Hold	145	–	–	﹤0.01%	898
2021 Q2	$4K	Hold	145	–	–	﹤0.01%	926
2021 Q1	$3K	Sell	145 -2,029	-93%	-$41.4K	﹤0.01%	981
2020 Q4	$1K	Buy	2,174 +2,029	+1,399%	+$26.1K	﹤0.01%	1102
2020 Q3	$1K	Hold	145	–	–	﹤0.01%	1107
2020 Q2	$2K	Hold	145	–	–	﹤0.01%	930
2020 Q1	$1K	Hold	145	–	–	﹤0.01%	1057
2019 Q4	$7K	Hold	145	–	–	﹤0.01%	775
2019 Q3	$11K	Hold	145	–	–	﹤0.01%	651
2019 Q2	$16K	Sell	145 -145	-50%	-$17.7K	﹤0.01%	558
2019 Q1	$42K	Hold	290	–	–	﹤0.01%	357
2018 Q4	$44K	Buy	+290	New	+$60.5K	﹤0.01%	358

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CQS (US) New York $367M AUM 8.85% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Gradient Investments's SMC Position: Q3 2022 in Review

Gradient Investments sold out of Summit Midstream (SMC) in Q3 2022, closing a stake of 145 shares — an estimated $2K sold.

Gradient Investments first reported a position in SMC in Q4 2018 and held it in 15 quarters. The position peaked at $44K in Q4 2018. 30 funds tracked by Wall St. Rank hold SMC as of Q3 2022.

Gradient Investments reported no remaining Summit Midstream position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 145 Summit Midstream shares in Q3 2022, an estimated $2K.
Gradient Investments first reported a position in Summit Midstream in Q4 2018 and held it in 15 quarters.
Gradient Investments's Summit Midstream position peaked at $44K in Q4 2018.
30 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.