MFS
SMC

MSI Financial Services’s Summit Midstream SMC Stock Holding History

MSI Financial Services’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
2015
Q4 		– Sell
-23
Closed -$6K – 3975
2015
Q3 		$6K Buy
+23
New +$8.75K ﹤0.01% 2339

Other funds holding SMC

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSI Financial Services's SMC Position: Q4 2015 in Review

MSI Financial Services sold out of Summit Midstream (SMC) in Q4 2015, closing a stake of 23 shares — an estimated $6K sold.

MSI Financial Services first reported a position in SMC in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 68 funds tracked by Wall St. Rank hold SMC as of Q4 2015.

  • MSI Financial Services reported no remaining Summit Midstream position as of Q4 2015 after selling out during the quarter.
  • MSI Financial Services sold 23 Summit Midstream shares in Q4 2015, an estimated $6K.
  • MSI Financial Services first reported a position in Summit Midstream in Q3 2015 and held it in 1 quarter.
  • MSI Financial Services's Summit Midstream position peaked at $6K in Q3 2015.
  • 68 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2015.

Based on MSI Financial Services's 13F filing for Q4 2015, filed 4 Feb 2016.