MCM
SMC

Mainstay Capital Management’s Summit Midstream SMC Stock Holding History

Mainstay Capital 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
2018
Q4 		– Sell
-51
Closed -$11K – 387
2018
Q3 		$11K Hold
51
– – 0.01% 333
2018
Q2 		$12K Hold
51
– – 0.01% 315
2018
Q1 		$10K Hold
51
– – 0.01% 242
2017
Q4 		$16K Buy
+51
New +$15.4K 0.01% 241

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Mainstay Capital Management's SMC Position: Q4 2018 in Review

Mainstay Capital Management sold out of Summit Midstream (SMC) in Q4 2018, closing a stake of 51 shares — an estimated $11K sold.

Mainstay Capital Management first reported a position in SMC in Q4 2017 and held it in 4 quarters. The position peaked at $16K in Q4 2017. 72 funds tracked by Wall St. Rank hold SMC as of Q4 2018.

  • Mainstay Capital Management reported no remaining Summit Midstream position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 51 Summit Midstream shares in Q4 2018, an estimated $11K.
  • Mainstay Capital Management first reported a position in Summit Midstream in Q4 2017 and held it in 4 quarters.
  • Mainstay Capital Management's Summit Midstream position peaked at $16K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.