OA
SMC

Oxbow Advisors’s Summit Midstream SMC Stock Holding History

Oxbow Advisors’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
2017
Q1 		– Sell
-25,385
Closed -$9.58M – 280
2016
Q4 		$9.58M Buy
25,385
+198
+0.8% +$67.6K 1.2% 21
2016
Q3 		$8.67M Buy
+25,187
New +$8.71M 1.19% 23

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxbow Advisors's SMC Position: Q1 2017 in Review

Oxbow Advisors sold out of Summit Midstream (SMC) in Q1 2017, closing a stake of 25,385 shares — an estimated $9.58M sold.

Oxbow Advisors first reported a position in SMC in Q3 2016 and held it in 2 quarters. The position peaked at $9.58M in Q4 2016. 74 funds tracked by Wall St. Rank hold SMC as of Q1 2017.

  • Oxbow Advisors reported no remaining Summit Midstream position as of Q1 2017 after selling out during the quarter.
  • Oxbow Advisors sold 25,385 Summit Midstream shares in Q1 2017, an estimated $9.58M.
  • Oxbow Advisors first reported a position in Summit Midstream in Q3 2016 and held it in 2 quarters.
  • Oxbow Advisors's Summit Midstream position peaked at $9.58M in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2017.

Based on Oxbow Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.