Inscription Capital’s Summit Midstream SMC Stock Holding History

Inscription Capital’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
2019 Q2	–	Sell	-600	Closed	-$88K	–	242
2019 Q1	$88K	Hold	600	–	–	0.05%	171
2018 Q4	$90K	Buy	+600	New	+$125K	0.05%	166

Other funds holding SMC

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Inscription Capital's SMC Position: Q2 2019 in Review

Inscription Capital sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 600 shares — an estimated $88K sold.

Inscription Capital first reported a position in SMC in Q4 2018 and held it in 2 quarters. The position peaked at $90K in Q4 2018. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

Inscription Capital reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
Inscription Capital sold 600 Summit Midstream shares in Q2 2019, an estimated $88K.
Inscription Capital first reported a position in Summit Midstream in Q4 2018 and held it in 2 quarters.
Inscription Capital's Summit Midstream position peaked at $90K in Q4 2018.
53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.