SIC
SMC

Salem Investment Counselors’s Summit Midstream SMC Stock Holding History

Salem Investment Counselors’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
2014
Q4 		– Sell
-1,200
Closed -$915K – 282
2014
Q3 		$915K Buy
1,200
+800
+200% +$614K 0.11% 145
2014
Q2 		$305K Hold
400
– – 0.04% 238
2014
Q1 		$257K Hold
400
– – 0.03% 255
2013
Q4 		$220K Hold
400
– – 0.03% 253
2013
Q3 		$204K Sell
400
-67
-14% -$33.8K 0.03% 263
2013
Q2 		$239K Buy
+467
New +$209K 0.03% 241

Other funds holding SMC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Salem Investment Counselors's SMC Position: Q4 2014 in Review

Salem Investment Counselors sold out of Summit Midstream (SMC) in Q4 2014, closing a stake of 1,200 shares — an estimated $915K sold.

Salem Investment Counselors first reported a position in SMC in Q2 2013 and held it in 6 quarters. The position peaked at $915K in Q3 2014. 74 funds tracked by Wall St. Rank hold SMC as of Q4 2014.

  • Salem Investment Counselors reported no remaining Summit Midstream position as of Q4 2014 after selling out during the quarter.
  • Salem Investment Counselors sold 1,200 Summit Midstream shares in Q4 2014, an estimated $915K.
  • Salem Investment Counselors first reported a position in Summit Midstream in Q2 2013 and held it in 6 quarters.
  • Salem Investment Counselors's Summit Midstream position peaked at $915K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2014.

Based on Salem Investment Counselors's 13F filing for Q4 2014, filed 17 Feb 2015.