PAG
SMC

Private Advisor Group’s Summit Midstream SMC Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-133
Closed -$2K – 3489
2020
Q2 		$2K Buy
+133
New +$2.08K ﹤0.01% 3622
2019
Q4 		– Sell
-2,026
Closed -$149K – 1749
2019
Q3 		$149K Buy
2,026
+950
+88% +$87.3K ﹤0.01% 1550
2019
Q2 		$120K Buy
+1,076
New +$131K ﹤0.01% 1587
2019
Q1 		– Sell
-1,013
Closed -$153K – 1612
2018
Q4 		$153K Buy
+1,013
New +$211K ﹤0.01% 1247

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Advisor Group's SMC Position: Q3 2020 in Review

Private Advisor Group sold out of Summit Midstream (SMC) in Q3 2020, closing a stake of 133 shares — an estimated $2K sold.

Private Advisor Group first reported a position in SMC in Q4 2018 and held it in 4 quarters. The position peaked at $153K in Q4 2018. 33 funds tracked by Wall St. Rank hold SMC as of Q3 2020.

  • Private Advisor Group reported no remaining Summit Midstream position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 133 Summit Midstream shares in Q3 2020, an estimated $2K.
  • Private Advisor Group first reported a position in Summit Midstream in Q4 2018 and held it in 4 quarters.
  • Private Advisor Group's Summit Midstream position peaked at $153K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.