McKinley Carter Wealth Services’s Summit Financial Group, Inc. SMMF Stock Holding History

McKinley Carter Wealth Services’s Portfolio SMMF Stock Details SMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-36,701	Closed	-$411K	–	121
2015 Q2	$411K	Buy	36,701 +19,726	+116%	+$230K	0.22%	82
2015 Q1	$203K	Buy	16,975 +3,375	+25%	+$39.3K	0.13%	107
2014 Q4	$160K	Hold	13,600	–	–	0.13%	92
2014 Q3	$139K	Hold	13,600	–	–	0.13%	91
2014 Q2	$145K	Hold	13,600	–	–	0.15%	90
2014 Q1	$139K	Buy	13,600 +23	+0.2%	+$234	0.15%	93
2013 Q4	$135K	Hold	13,577	–	–	0.13%	119
2013 Q3	$117K	Buy	+13,577	New	+$116K	0.14%	90

Other funds holding SMMF

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBWV

United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

McKinley Carter Wealth Services's SMMF Position: Q3 2015 in Review

McKinley Carter Wealth Services sold out of Summit Financial Group, Inc. (SMMF) in Q3 2015, closing a stake of 36,701 shares — an estimated $411K sold.

McKinley Carter Wealth Services first reported a position in SMMF in Q3 2013 and held it in 8 quarters. The position peaked at $411K in Q2 2015. 25 funds tracked by Wall St. Rank hold SMMF as of Q3 2015.

McKinley Carter Wealth Services reported no remaining Summit Financial Group, Inc. position as of Q3 2015 after selling out during the quarter.
McKinley Carter Wealth Services sold 36,701 Summit Financial Group, Inc. shares in Q3 2015, an estimated $411K.
McKinley Carter Wealth Services first reported a position in Summit Financial Group, Inc. in Q3 2013 and held it in 8 quarters.
McKinley Carter Wealth Services's Summit Financial Group, Inc. position peaked at $411K in Q2 2015.
25 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2015.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.