&Partners’s Summit Midstream SMC Stock Holding History

&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
2019 Q1	–	Sell	-971	Closed	-$179K	–	157
2018 Q4	$179K	Buy	+971	New	+$202K	0.3%	109

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

&Partners's SMC Position: Q1 2019 in Review

&Partners sold out of Summit Midstream (SMC) in Q1 2019, closing a stake of 971 shares — an estimated $179K sold.

&Partners first reported a position in SMC in Q4 2018 and held it in 1 quarter. The position peaked at $179K in Q4 2018. 65 funds tracked by Wall St. Rank hold SMC as of Q1 2019.

&Partners reported no remaining Summit Midstream position as of Q1 2019 after selling out during the quarter.
&Partners sold 971 Summit Midstream shares in Q1 2019, an estimated $179K.
&Partners first reported a position in Summit Midstream in Q4 2018 and held it in 1 quarter.
&Partners's Summit Midstream position peaked at $179K in Q4 2018.
65 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2019.

Based on &Partners's 13F filing for Q1 2019, filed 8 Apr 2019.