LFA
SMC

Legacy Financial Advisors’s Summit Midstream SMC Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-17
Closed -$3K – 1160
2018
Q4 		$3K Hold
17
– – ﹤0.01% 819
2018
Q3 		$3K Hold
17
– – ﹤0.01% 782
2018
Q2 		$4K Hold
17
– – ﹤0.01% 755
2018
Q1 		$3K Hold
17
– – ﹤0.01% 730
2017
Q4 		$5K Buy
+17
New +$5.15K ﹤0.01% 645

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's SMC Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Summit Midstream (SMC) in Q1 2019, closing a stake of 17 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in SMC in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q4 2017. 65 funds tracked by Wall St. Rank hold SMC as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Summit Midstream position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 17 Summit Midstream shares in Q1 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Summit Midstream in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Summit Midstream position peaked at $5K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.