SKK
SMMF

Shepherd Kaplan Krochuk’s Summit Financial Group, Inc. SMMF Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q4 		– Sell
-20,882
Closed -$214K – 561
2014
Q3 		$214K Sell
20,882
-2,408
-10% -$24.9K 0.03% 427
2014
Q2 		$248K Buy
23,290
+1,588
+7% +$16.8K 0.03% 402
2014
Q1 		$223K Hold
21,702
– – 0.03% 428
2013
Q4 		$215K Buy
21,702
+1,116
+5% +$10.3K 0.03% 420
2013
Q3 		$178K Sell
20,586
-6,275
-23% -$53.5K 0.03% 452
2013
Q2 		$222K Buy
+26,861
New +$211K 0.04% 395

Other funds holding SMMF

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Shepherd Kaplan Krochuk's SMMF Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of Summit Financial Group, Inc. (SMMF) in Q4 2014, closing a stake of 20,882 shares — an estimated $214K sold.

Shepherd Kaplan Krochuk first reported a position in SMMF in Q2 2013 and held it in 6 quarters. The position peaked at $248K in Q2 2014. 20 funds tracked by Wall St. Rank hold SMMF as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining Summit Financial Group, Inc. position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 20,882 Summit Financial Group, Inc. shares in Q4 2014, an estimated $214K.
  • Shepherd Kaplan Krochuk first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 6 quarters.
  • Shepherd Kaplan Krochuk's Summit Financial Group, Inc. position peaked at $248K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.