MWP
SMC

MYCIO Wealth Partners’s Summit Midstream SMC Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-19
Closed -$7K – 692
2016
Q3 		$7K Hold
19
– – ﹤0.01% 619
2016
Q2 		$7K Hold
19
– – ﹤0.01% 613
2016
Q1 		$5K Hold
19
– – ﹤0.01% 608
2015
Q4 		$5K Buy
+19
New +$5.14K ﹤0.01% 612

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYCIO Wealth Partners's SMC Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Summit Midstream (SMC) in Q4 2016, closing a stake of 19 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in SMC in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 66 funds tracked by Wall St. Rank hold SMC as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Summit Midstream position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 19 Summit Midstream shares in Q4 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in Summit Midstream in Q4 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's Summit Midstream position peaked at $7K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.