Inspire Investing’s Summit Midstream SMC Stock Holding History

Inspire Investing’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	-177	Closed	-$54K	–	726
2017 Q4	$54K	Buy	+177	New	+$53.6K	0.05%	701

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

Inspire Investing's SMC Position: Q1 2018 in Review

Inspire Investing sold out of Summit Midstream (SMC) in Q1 2018, closing a stake of 177 shares — an estimated $54K sold.

Inspire Investing first reported a position in SMC in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 70 funds tracked by Wall St. Rank hold SMC as of Q1 2018.

Inspire Investing reported no remaining Summit Midstream position as of Q1 2018 after selling out during the quarter.
Inspire Investing sold 177 Summit Midstream shares in Q1 2018, an estimated $54K.
Inspire Investing first reported a position in Summit Midstream in Q4 2017 and held it in 1 quarter.
Inspire Investing's Summit Midstream position peaked at $54K in Q4 2017.
70 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2018.

Based on Inspire Investing's 13F filing for Q1 2018, filed 13 Apr 2018.