PWAG
SMC

Polaris Wealth Advisory Group’s Summit Midstream SMC Stock Holding History

Polaris Wealth Advisory 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
2017
Q3 		– Sell
-2,140
Closed -$727K – 159
2017
Q2 		$727K Hold
2,140
– – 0.08% 82
2017
Q1 		$770K Sell
2,140
-233
-10% -$84.3K 0.08% 81
2016
Q4 		$895K Hold
2,373
– – 0.1% 74
2016
Q3 		$817K Hold
2,373
– – 0.1% 72
2016
Q2 		$813K Hold
2,373
– – 0.13% 56
2016
Q1 		$604K Buy
+2,373
New +$568K 0.09% 64

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Polaris Wealth Advisory Group's SMC Position: Q3 2017 in Review

Polaris Wealth Advisory Group sold out of Summit Midstream (SMC) in Q3 2017, closing a stake of 2,140 shares — an estimated $727K sold.

Polaris Wealth Advisory Group first reported a position in SMC in Q1 2016 and held it in 6 quarters. The position peaked at $895K in Q4 2016. 64 funds tracked by Wall St. Rank hold SMC as of Q3 2017.

  • Polaris Wealth Advisory Group reported no remaining Summit Midstream position as of Q3 2017 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,140 Summit Midstream shares in Q3 2017, an estimated $727K.
  • Polaris Wealth Advisory Group first reported a position in Summit Midstream in Q1 2016 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Summit Midstream position peaked at $895K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2017.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2017, filed 1 Nov 2017.