HC Financial Advisors’s Summit Midstream SMC Stock Holding History

HC Financial 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 Q4	–	Sell	-25	Closed	–	–	407
2020 Q3	$0	Hold	25	–	–	﹤0.01%	410
2020 Q2	$0	Sell	25 -9	-26%	-$141	﹤0.01%	406
2020 Q1	$0	Buy	+34	New	+$1.15K	﹤0.01%	410

Other funds holding SMC

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HC Financial Advisors's SMC Position: Q4 2020 in Review

HC Financial Advisors sold out of Summit Midstream (SMC) in Q4 2020, closing a stake of 25 shares.

HC Financial Advisors first reported a position in SMC in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 32 funds tracked by Wall St. Rank hold SMC as of Q4 2020.

HC Financial Advisors reported no remaining Summit Midstream position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 25 Summit Midstream shares in Q4 2020.
HC Financial Advisors first reported a position in Summit Midstream in Q1 2020 and held it in 3 quarters.
HC Financial Advisors's Summit Midstream position peaked at $0 in Q3 2020.
32 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.