Rational Advisors’s Summit Midstream SMC Stock Holding History

Rational Advisors’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
2018 Q3	–	Sell	-1,175	Closed	-$271K	–	570
2018 Q2	$271K	Buy	+1,175	New	+$269K	0.13%	167

Other funds holding SMC

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rational Advisors's SMC Position: Q3 2018 in Review

Rational Advisors sold out of Summit Midstream (SMC) in Q3 2018, closing a stake of 1,175 shares — an estimated $271K sold.

Rational Advisors first reported a position in SMC in Q2 2018 and held it in 1 quarter. The position peaked at $271K in Q2 2018. 72 funds tracked by Wall St. Rank hold SMC as of Q3 2018.

Rational Advisors reported no remaining Summit Midstream position as of Q3 2018 after selling out during the quarter.
Rational Advisors sold 1,175 Summit Midstream shares in Q3 2018, an estimated $271K.
Rational Advisors first reported a position in Summit Midstream in Q2 2018 and held it in 1 quarter.
Rational Advisors's Summit Midstream position peaked at $271K in Q2 2018.
72 funds tracked by Wall St. Rank held Summit Midstream as of Q3 2018.

Based on Rational Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.