Kennedy Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Kennedy Capital Management’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-62,241	Closed	-$1.65M	–	736
2019 Q1	$1.65M	Sell	62,241 -65,597	-51%	-$1.55M	0.04%	565
2018 Q4	$2.47M	Hold	127,838	–	–	0.06%	497
2018 Q3	$2.97M	Sell	127,838 -2,700	-2%	-$68.5K	0.06%	532
2018 Q2	$3.5M	Buy	130,538 +3,798	+3%	+$99.3K	0.07%	509
2018 Q1	$3.17M	Sell	126,740 -3,114	-2%	-$78.8K	0.06%	518
2017 Q4	$3.42M	Sell	129,854 -9,745	-7%	-$261K	0.06%	536
2017 Q3	$3.58M	Buy	+139,599	New	+$3.12M	0.06%	521

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

SFG

Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Kennedy Capital Management's SMMF Position: Q2 2019 in Review

Kennedy Capital Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2019, closing a stake of 62,241 shares — an estimated $1.65M sold.

Kennedy Capital Management first reported a position in SMMF in Q3 2017 and held it in 7 quarters. The position peaked at $3.58M in Q3 2017. 64 funds tracked by Wall St. Rank hold SMMF as of Q2 2019.

Kennedy Capital Management reported no remaining Summit Financial Group, Inc. position as of Q2 2019 after selling out during the quarter.
Kennedy Capital Management sold 62,241 Summit Financial Group, Inc. shares in Q2 2019, an estimated $1.65M.
Kennedy Capital Management first reported a position in Summit Financial Group, Inc. in Q3 2017 and held it in 7 quarters.
Kennedy Capital Management's Summit Financial Group, Inc. position peaked at $3.58M in Q3 2017.
64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2019.

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