MIM
SMC

Marco Investment Management’s Summit Midstream SMC Stock Holding History

Marco Investment 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
2014
Q4 		– Sell
-267
Closed -$203K – 194
2014
Q3 		$203K Hold
267
– – 0.03% 179
2014
Q2 		$203K Buy
+267
New +$181K 0.04% 175

Other funds holding SMC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Marco Investment Management's SMC Position: Q4 2014 in Review

Marco Investment Management sold out of Summit Midstream (SMC) in Q4 2014, closing a stake of 267 shares — an estimated $203K sold.

Marco Investment Management first reported a position in SMC in Q2 2014 and held it in 2 quarters. The position peaked at $203K in Q3 2014. 74 funds tracked by Wall St. Rank hold SMC as of Q4 2014.

  • Marco Investment Management reported no remaining Summit Midstream position as of Q4 2014 after selling out during the quarter.
  • Marco Investment Management sold 267 Summit Midstream shares in Q4 2014, an estimated $203K.
  • Marco Investment Management first reported a position in Summit Midstream in Q2 2014 and held it in 2 quarters.
  • Marco Investment Management's Summit Midstream position peaked at $203K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2014.

Based on Marco Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.