PAM
SMC

Peak Asset Management’s Summit Midstream SMC Stock Holding History

Peak Asset Management’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
2020
Q4 		– Sell
-667
Closed -$7K – 157
2020
Q3 		$7K Hold
667
– – ﹤0.01% 141
2020
Q2 		$10K Sell
667
-5,780
-90% -$90.5K ﹤0.01% 128
2020
Q1 		$59K Buy
6,447
+3,180
+97% +$108K 0.02% 111
2019
Q4 		$162K Buy
3,267
+1,900
+139% +$114K 0.05% 117
2019
Q3 		$100K Buy
+1,367
New +$126K 0.03% 116

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Asset Management's SMC Position: Q4 2020 in Review

Peak Asset Management sold out of Summit Midstream (SMC) in Q4 2020, closing a stake of 667 shares — an estimated $7K sold.

Peak Asset Management first reported a position in SMC in Q3 2019 and held it in 5 quarters. The position peaked at $162K in Q4 2019. 32 funds tracked by Wall St. Rank hold SMC as of Q4 2020.

  • Peak Asset Management reported no remaining Summit Midstream position as of Q4 2020 after selling out during the quarter.
  • Peak Asset Management sold 667 Summit Midstream shares in Q4 2020, an estimated $7K.
  • Peak Asset Management first reported a position in Summit Midstream in Q3 2019 and held it in 5 quarters.
  • Peak Asset Management's Summit Midstream position peaked at $162K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2020.

Based on Peak Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.