Koch Industries’s Summit Midstream SMC Stock Holding History

Koch Industries’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 Q2	–	Sell	-791	Closed	-$167K	–	681
2018 Q1	$167K	Buy	+791	New	+$226K	0.02%	830

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Koch Industries's SMC Position: Q2 2018 in Review

Koch Industries sold out of Summit Midstream (SMC) in Q2 2018, closing a stake of 791 shares — an estimated $167K sold.

Koch Industries first reported a position in SMC in Q1 2018 and held it in 1 quarter. The position peaked at $167K in Q1 2018. 76 funds tracked by Wall St. Rank hold SMC as of Q2 2018.

Koch Industries reported no remaining Summit Midstream position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 791 Summit Midstream shares in Q2 2018, an estimated $167K.
Koch Industries first reported a position in Summit Midstream in Q1 2018 and held it in 1 quarter.
Koch Industries's Summit Midstream position peaked at $167K in Q1 2018.
76 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.