IWMPD
SMC

Integrated Wealth Management (Palm Desert)’s Summit Midstream SMC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-7
Closed -$2K – 1394
2015
Q3 		$2K Hold
7
– – ﹤0.01% 1136
2015
Q2 		$3K Buy
+7
New +$3.47K ﹤0.01% 1085

Other funds holding SMC

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SMC Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Summit Midstream (SMC) in Q4 2015, closing a stake of 7 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SMC in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 68 funds tracked by Wall St. Rank hold SMC as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Summit Midstream position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 7 Summit Midstream shares in Q4 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Summit Midstream in Q2 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Summit Midstream position peaked at $3K in Q2 2015.
  • 68 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.