Icon Wealth Partners’s Summit Midstream SMC Stock Holding History

Icon Wealth Partners’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 Q1	–	Sell	-115	Closed	-$35K	–	751
2017 Q4	$35K	Buy	+115	New	+$34.8K	0.02%	496

Other funds holding SMC

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Icon Wealth Partners's SMC Position: Q1 2018 in Review

Icon Wealth Partners sold out of Summit Midstream (SMC) in Q1 2018, closing a stake of 115 shares — an estimated $35K sold.

Icon Wealth Partners first reported a position in SMC in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 70 funds tracked by Wall St. Rank hold SMC as of Q1 2018.

Icon Wealth Partners reported no remaining Summit Midstream position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 115 Summit Midstream shares in Q1 2018, an estimated $35K.
Icon Wealth Partners first reported a position in Summit Midstream in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Summit Midstream position peaked at $35K in Q4 2017.
70 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.