HTC
SMC

Hershey Trust Company’s Summit Midstream SMC Stock Holding History

Hershey Trust 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
2013
Q3 		– Sell
-1,205
Closed -$617K – 67
2013
Q2 		$617K Buy
+1,205
New +$541K 0.01% 96

Other funds holding SMC

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hershey Trust Company's SMC Position: Q3 2013 in Review

Hershey Trust Company sold out of Summit Midstream (SMC) in Q3 2013, closing a stake of 1,205 shares — an estimated $617K sold.

Hershey Trust Company first reported a position in SMC in Q2 2013 and held it in 1 quarter. The position peaked at $617K in Q2 2013. 36 funds tracked by Wall St. Rank hold SMC as of Q3 2013.

  • Hershey Trust Company reported no remaining Summit Midstream position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 1,205 Summit Midstream shares in Q3 2013, an estimated $617K.
  • Hershey Trust Company first reported a position in Summit Midstream in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Summit Midstream position peaked at $617K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.