SFM
SMMF

Sphera Funds Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Sphera Funds Management’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
-25,000
Closed -$63K – 150
2014
Q3 		$63K Buy
25,000
+24,223
+3,118% +$251K 0.01% 123
2014
Q2 		$455K Sell
777
-10,920,879
-100% -$116M 0.11% 89
2014
Q1 		$1.75M Buy
+10,921,656
New +$111M 0.4% 53

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

Sphera Funds Management's SMMF Position: Q4 2014 in Review

Sphera Funds Management sold out of Summit Financial Group, Inc. (SMMF) in Q4 2014, closing a stake of 25,000 shares — an estimated $63K sold.

Sphera Funds Management first reported a position in SMMF in Q1 2014 and held it in 3 quarters. The position peaked at $1.75M in Q1 2014. 20 funds tracked by Wall St. Rank hold SMMF as of Q4 2014.

  • Sphera Funds Management reported no remaining Summit Financial Group, Inc. position as of Q4 2014 after selling out during the quarter.
  • Sphera Funds Management sold 25,000 Summit Financial Group, Inc. shares in Q4 2014, an estimated $63K.
  • Sphera Funds Management first reported a position in Summit Financial Group, Inc. in Q1 2014 and held it in 3 quarters.
  • Sphera Funds Management's Summit Financial Group, Inc. position peaked at $1.75M in Q1 2014.
  • 20 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q4 2014.

Based on Sphera Funds Management's 13F filing for Q4 2014, filed 12 Feb 2015.