IIM
SMC

Ipswich Investment Management’s Summit Midstream SMC Stock Holding History

Ipswich Investment 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
2016
Q2 		– Sell
-73
Closed -$23K – 332
2016
Q1 		$23K Buy
+73
New +$17.5K 0.01% 283

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $19.6B AUM 25.25% 1-Year Est. Return

Ipswich Investment Management's SMC Position: Q2 2016 in Review

Ipswich Investment Management sold out of Summit Midstream (SMC) in Q2 2016, closing a stake of 73 shares — an estimated $23K sold.

Ipswich Investment Management first reported a position in SMC in Q1 2016 and held it in 1 quarter. The position peaked at $23K in Q1 2016. 54 funds tracked by Wall St. Rank hold SMC as of Q2 2016.

  • Ipswich Investment Management reported no remaining Summit Midstream position as of Q2 2016 after selling out during the quarter.
  • Ipswich Investment Management sold 73 Summit Midstream shares in Q2 2016, an estimated $23K.
  • Ipswich Investment Management first reported a position in Summit Midstream in Q1 2016 and held it in 1 quarter.
  • Ipswich Investment Management's Summit Midstream position peaked at $23K in Q1 2016.
  • 54 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2016.

Based on Ipswich Investment Management's 13F filing for Q2 2016, filed 2 Aug 2016.