HighTower Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

HighTower Advisors’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-79,129	Closed	-$1.74M	–	2378
2017 Q2	$1.74M	Buy	79,129 +600	+0.8%	+$13.1K	0.02%	856
2017 Q1	$1.69M	Buy	78,529 +3,595	+5%	+$86.6K	0.02%	819
2016 Q4	$2.06M	Buy	74,934 +2,900	+4%	+$68.1K	0.02%	692
2016 Q3	$1.38M	Hold	72,034	–	–	0.02%	793
2016 Q2	$1.26M	Sell	72,034 -1,057	-1%	-$18.7K	0.02%	777
2016 Q1	$1.13M	Hold	73,091	–	–	﹤0.01%	971
2015 Q4	$869K	Buy	73,091 +1,200	+2%	+$13.9K	0.01%	1041
2015 Q3	$846K	Hold	71,891	–	–	0.01%	956
2015 Q2	$721K	Buy	71,891 +45,511	+173%	+$530K	0.01%	884
2015 Q1	$225K	Buy	+26,380	New	+$307K	﹤0.01%	1387

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

HighTower Advisors's SMMF Position: Q3 2017 in Review

HighTower Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q3 2017, closing a stake of 79,129 shares — an estimated $1.74M sold.

HighTower Advisors first reported a position in SMMF in Q1 2015 and held it in 10 quarters. The position peaked at $2.06M in Q4 2016. 57 funds tracked by Wall St. Rank hold SMMF as of Q3 2017.

HighTower Advisors reported no remaining Summit Financial Group, Inc. position as of Q3 2017 after selling out during the quarter.
HighTower Advisors sold 79,129 Summit Financial Group, Inc. shares in Q3 2017, an estimated $1.74M.
HighTower Advisors first reported a position in Summit Financial Group, Inc. in Q1 2015 and held it in 10 quarters.
HighTower Advisors's Summit Financial Group, Inc. position peaked at $2.06M in Q4 2016.
57 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2017.

Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.