MGO One Seven’s Summit Midstream SMC Stock Holding History

MGO One Seven’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	-23	Closed	-$3K	–	1682
2018 Q4	$3K	Buy	+23	New	+$4.8K	﹤0.01%	1517
2018 Q1	$12K	Buy	57 +1	+2%	+$285	0.01%	1051
2017 Q4	$17K	Buy	+56	New	+$16.9K	0.01%	924

Other funds holding SMC

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MGO One Seven's SMC Position: Q1 2019 in Review

MGO One Seven sold out of Summit Midstream (SMC) in Q1 2019, closing a stake of 23 shares — an estimated $3K sold.

MGO One Seven first reported a position in SMC in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 65 funds tracked by Wall St. Rank hold SMC as of Q1 2019.

MGO One Seven reported no remaining Summit Midstream position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 23 Summit Midstream shares in Q1 2019, an estimated $3K.
MGO One Seven first reported a position in Summit Midstream in Q4 2017 and held it in 3 quarters.
MGO One Seven's Summit Midstream position peaked at $17K in Q4 2017.
65 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.