Neuberger Berman Group
SMC

Neuberger Berman Group’s Summit Midstream SMC Stock Holding History

Neuberger Berman Group’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
2018
Q4 		– Sell
-1,284
Closed -$276K – 1670
2018
Q3 		$276K Sell
1,284
-89
-6% -$21.9K ﹤0.01% 1461
2018
Q2 		$317K Sell
1,373
-160
-10% -$36.7K ﹤0.01% 1497
2018
Q1 		$323K Sell
1,533
-4,421
-74% -$1.26M ﹤0.01% 1453
2017
Q4 		$1.83M Sell
5,954
-1,073
-15% -$325K ﹤0.01% 1040
2017
Q3 		$2.11M Buy
7,027
+5,378
+326% +$1.76M ﹤0.01% 987
2017
Q2 		$560K Buy
1,649
+66
+4% +$23K ﹤0.01% 1289
2017
Q1 		$570K Buy
+1,583
New +$573K ﹤0.01% 1277
2016
Q1 		– Sell
-12,858
Closed -$3.61M – 1533
2015
Q4 		$3.61M Sell
12,858
-15,286
-54% -$4.14M ﹤0.01% 929
2015
Q3 		$7.44M Sell
28,144
-2,795
-9% -$1.06M 0.01% 824
2015
Q2 		$15.3M Sell
30,939
-27,382
-47% -$13.6M 0.02% 749
2015
Q1 		$28.1M Sell
58,321
-22,426
-28% -$11.9M 0.03% 587
2014
Q4 		$46M Buy
80,747
+429
+0.5% +$282K 0.05% 441
2014
Q3 		$61.3M Sell
80,318
-455
-0.6% -$349K 0.06% 379
2014
Q2 		$61.6M Sell
80,773
-959
-1% -$651K 0.06% 397
2014
Q1 		$52.5M Buy
+81,732
New +$48.1M 0.05% 422

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Neuberger Berman Group's SMC Position: Q4 2018 in Review

Neuberger Berman Group sold out of Summit Midstream (SMC) in Q4 2018, closing a stake of 1,284 shares — an estimated $276K sold.

Neuberger Berman Group first reported a position in SMC in Q1 2014 and held it in 15 quarters. The position peaked at $61.6M in Q2 2014. 72 funds tracked by Wall St. Rank hold SMC as of Q4 2018.

  • Neuberger Berman Group reported no remaining Summit Midstream position as of Q4 2018 after selling out during the quarter.
  • Neuberger Berman Group sold 1,284 Summit Midstream shares in Q4 2018, an estimated $276K.
  • Neuberger Berman Group first reported a position in Summit Midstream in Q1 2014 and held it in 15 quarters.
  • Neuberger Berman Group's Summit Midstream position peaked at $61.6M in Q2 2014.
  • 72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2018.

Based on Neuberger Berman Group's 13F filing for Q4 2018, filed 12 Feb 2019.