IFAM
SMC

Institutional & Family Asset Management’s Summit Midstream SMC Stock Holding History

Institutional & Family Asset Management’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
-1,030
Closed -$317K – 853
2017
Q4 		$317K Hold
1,030
– – 0.06% 132
2017
Q3 		$309K Buy
+1,030
New +$336K 0.06% 143

Other funds holding SMC

O
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's SMC Position: Q1 2018 in Review

Institutional & Family Asset Management sold out of Summit Midstream (SMC) in Q1 2018, closing a stake of 1,030 shares — an estimated $317K sold.

Institutional & Family Asset Management first reported a position in SMC in Q3 2017 and held it in 2 quarters. The position peaked at $317K in Q4 2017. 70 funds tracked by Wall St. Rank hold SMC as of Q1 2018.

  • Institutional & Family Asset Management reported no remaining Summit Midstream position as of Q1 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,030 Summit Midstream shares in Q1 2018, an estimated $317K.
  • Institutional & Family Asset Management first reported a position in Summit Midstream in Q3 2017 and held it in 2 quarters.
  • Institutional & Family Asset Management's Summit Midstream position peaked at $317K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2018.

Based on Institutional & Family Asset Management's 13F filing for Q1 2018, filed 14 May 2018.