PIA
SMMF

Piedmont Investment Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Piedmont Investment Advisors’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-190
Closed -$5K – 2430
2018
Q2 		$5K Buy
+190
New +$4.96K ﹤0.01% 2164

Other funds holding SMMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Piedmont Investment Advisors's SMMF Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Summit Financial Group, Inc. (SMMF) in Q3 2018, closing a stake of 190 shares — an estimated $5K sold.

Piedmont Investment Advisors first reported a position in SMMF in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 64 funds tracked by Wall St. Rank hold SMMF as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Summit Financial Group, Inc. position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 190 Summit Financial Group, Inc. shares in Q3 2018, an estimated $5K.
  • Piedmont Investment Advisors first reported a position in Summit Financial Group, Inc. in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Summit Financial Group, Inc. position peaked at $5K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.