SBIA
SMC

Sheaff Brock Investment Advisors’s Summit Midstream SMC Stock Holding History

Sheaff Brock Investment 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
2020
Q4 		– Sell
-1,333
Closed -$13K – 513
2020
Q3 		$13K Hold
1,333
– – ﹤0.01% 459
2020
Q2 		$20K Hold
1,333
– – ﹤0.01% 448
2020
Q1 		$12K Hold
1,333
– – ﹤0.01% 408
2019
Q4 		$66K Buy
1,333
+200
+18% +$12K 0.01% 459
2019
Q3 		$83K Buy
+1,133
New +$104K 0.01% 443
2019
Q2 		– Hold
0
– – – 467

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's SMC Position: Q4 2020 in Review

Sheaff Brock Investment Advisors sold out of Summit Midstream (SMC) in Q4 2020, closing a stake of 1,333 shares — an estimated $13K sold.

Sheaff Brock Investment Advisors first reported a position in SMC in Q3 2019 and held it in 5 quarters. The position peaked at $83K in Q3 2019. 32 funds tracked by Wall St. Rank hold SMC as of Q4 2020.

  • Sheaff Brock Investment Advisors reported no remaining Summit Midstream position as of Q4 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,333 Summit Midstream shares in Q4 2020, an estimated $13K.
  • Sheaff Brock Investment Advisors first reported a position in Summit Midstream in Q3 2019 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Summit Midstream position peaked at $83K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.