HighTower Advisors
SMC

HighTower Advisors’s Summit Midstream SMC Stock Holding History

HighTower 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
2018
Q4 		– Sell
-2,513
Closed -$542K – 2389
2018
Q3 		$542K Buy
+2,513
New +$619K ﹤0.01% 1422
2015
Q3 		– Sell
-625
Closed -$310K – 1962
2015
Q2 		$310K Sell
625
-14,113
-96% -$7M 0.01% 1183
2015
Q1 		$7.11M Sell
14,738
-2,184
-13% -$1.16M 0.11% 211
2014
Q4 		$9.64M Sell
16,922
-4,521
-21% -$2.97M 0.15% 159
2014
Q3 		$16.4M Buy
21,443
+13,285
+163% +$10.2M 0.28% 80
2014
Q2 		$6.22M Buy
8,158
+6,261
+330% +$4.25M 0.11% 207
2014
Q1 		$1.22M Buy
1,897
+197
+12% +$116K 0.02% 673
2013
Q4 		$935K Buy
1,700
+89
+6% +$45K 0.02% 723
2013
Q3 		$820K Buy
1,611
+274
+20% +$138K 0.02% 675
2013
Q2 		$685K Buy
+1,337
New +$600K 0.02% 709

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

HighTower Advisors's SMC Position: Q4 2018 in Review

HighTower Advisors sold out of Summit Midstream (SMC) in Q4 2018, closing a stake of 2,513 shares — an estimated $542K sold.

HighTower Advisors first reported a position in SMC in Q2 2013 and held it in 10 quarters. The position peaked at $16.4M in Q3 2014. 72 funds tracked by Wall St. Rank hold SMC as of Q4 2018.

  • HighTower Advisors reported no remaining Summit Midstream position as of Q4 2018 after selling out during the quarter.
  • HighTower Advisors sold 2,513 Summit Midstream shares in Q4 2018, an estimated $542K.
  • HighTower Advisors first reported a position in Summit Midstream in Q2 2013 and held it in 10 quarters.
  • HighTower Advisors's Summit Midstream position peaked at $16.4M in Q3 2014.
  • 72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2018.

Based on HighTower Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.