Lee Financial’s Summit Midstream SMC Stock Holding History

Lee Financial’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 Q3	–	Sell	-33	Closed	-$8K	–	745
2018 Q2	$8K	Hold	33	–	–	﹤0.01%	544
2018 Q1	$7K	Buy	+33	New	+$9.41K	﹤0.01%	581

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's SMC Position: Q3 2018 in Review

Lee Financial sold out of Summit Midstream (SMC) in Q3 2018, closing a stake of 33 shares — an estimated $8K sold.

Lee Financial first reported a position in SMC in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 72 funds tracked by Wall St. Rank hold SMC as of Q3 2018.

Lee Financial reported no remaining Summit Midstream position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 33 Summit Midstream shares in Q3 2018, an estimated $8K.
Lee Financial first reported a position in Summit Midstream in Q1 2018 and held it in 2 quarters.
Lee Financial's Summit Midstream position peaked at $8K in Q2 2018.
72 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.