STMM
SMC

South Texas Money Management’s Summit Midstream SMC Stock Holding History

South Texas Money Management’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
2017
Q2 		– Sell
-769
Closed -$277K – 236
2017
Q1 		$277K Buy
+769
New +$278K 0.01% 188

Other funds holding SMC

O
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

South Texas Money Management's SMC Position: Q2 2017 in Review

South Texas Money Management sold out of Summit Midstream (SMC) in Q2 2017, closing a stake of 769 shares — an estimated $277K sold.

South Texas Money Management first reported a position in SMC in Q1 2017 and held it in 1 quarter. The position peaked at $277K in Q1 2017. 73 funds tracked by Wall St. Rank hold SMC as of Q2 2017.

  • South Texas Money Management reported no remaining Summit Midstream position as of Q2 2017 after selling out during the quarter.
  • South Texas Money Management sold 769 Summit Midstream shares in Q2 2017, an estimated $277K.
  • South Texas Money Management first reported a position in Summit Midstream in Q1 2017 and held it in 1 quarter.
  • South Texas Money Management's Summit Midstream position peaked at $277K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2017.

Based on South Texas Money Management's 13F filing for Q2 2017, filed 11 Aug 2017.