PCP
SMMF

Proficio Capital Partners’s Summit Financial Group, Inc. SMMF Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-229
Closed -$6K – 1658
2019
Q2 		$6K Hold
229
– – ﹤0.01% 1169
2019
Q1 		$6K Buy
+229
New +$5.4K ﹤0.01% 1081

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Proficio Capital Partners's SMMF Position: Q3 2019 in Review

Proficio Capital Partners sold out of Summit Financial Group, Inc. (SMMF) in Q3 2019, closing a stake of 229 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in SMMF in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 59 funds tracked by Wall St. Rank hold SMMF as of Q3 2019.

  • Proficio Capital Partners reported no remaining Summit Financial Group, Inc. position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 229 Summit Financial Group, Inc. shares in Q3 2019, an estimated $6K.
  • Proficio Capital Partners first reported a position in Summit Financial Group, Inc. in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Summit Financial Group, Inc. position peaked at $6K in Q2 2019.
  • 59 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.