PAG
SMMF

Private Advisor Group’s Summit Financial Group, Inc. SMMF Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,730
Closed -$29K – 3602
2020
Q2 		$29K Buy
+1,730
New +$28.4K ﹤0.01% 2379

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return

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

Private Advisor Group sold out of Summit Financial Group, Inc. (SMMF) in Q3 2020, closing a stake of 1,730 shares — an estimated $29K sold.

Private Advisor Group first reported a position in SMMF in Q2 2020 and held it in 1 quarter. The position peaked at $29K in Q2 2020. 54 funds tracked by Wall St. Rank hold SMMF as of Q3 2020.

  • Private Advisor Group reported no remaining Summit Financial Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,730 Summit Financial Group, Inc. shares in Q3 2020, an estimated $29K.
  • Private Advisor Group first reported a position in Summit Financial Group, Inc. in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Summit Financial Group, Inc. position peaked at $29K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2020.

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