PCP
SMC

Proficio Capital Partners’s Summit Midstream SMC Stock Holding History

Proficio Capital Partners’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
Q4 		– Sell
-673
Closed -$202K – 1330
2017
Q3 		$202K Hold
673
– – 0.08% 161
2017
Q2 		$242K Buy
+673
New +$234K 0.1% 142

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proficio Capital Partners's SMC Position: Q4 2017 in Review

Proficio Capital Partners sold out of Summit Midstream (SMC) in Q4 2017, closing a stake of 673 shares — an estimated $202K sold.

Proficio Capital Partners first reported a position in SMC in Q2 2017 and held it in 2 quarters. The position peaked at $242K in Q2 2017. 72 funds tracked by Wall St. Rank hold SMC as of Q4 2017.

  • Proficio Capital Partners reported no remaining Summit Midstream position as of Q4 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 673 Summit Midstream shares in Q4 2017, an estimated $202K.
  • Proficio Capital Partners first reported a position in Summit Midstream in Q2 2017 and held it in 2 quarters.
  • Proficio Capital Partners's Summit Midstream position peaked at $242K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.