SOAMC
SMC

Spirit of America Management Corp’s Summit Midstream SMC Stock Holding History

Spirit of America Management Corp’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
2019
Q2 		– Sell
-10,278
Closed -$1.5M – 245
2019
Q1 		$1.5M Hold
10,278
– – 0.22% 94
2018
Q4 		$1.55M Sell
10,278
-2,400
-19% -$500K 0.24% 86
2018
Q3 		$2.72M Hold
12,678
– – 0.34% 62
2018
Q2 		$2.93M Sell
12,678
-5,386
-30% -$1.23M 0.36% 61
2018
Q1 		$3.81M Sell
18,064
-6,867
-28% -$1.96M 0.5% 56
2017
Q4 		$7.67M Buy
24,931
+494
+2% +$150K 0.85% 38
2017
Q3 		$7.33M Hold
24,437
– – 0.78% 40
2017
Q2 		$8.3M Hold
24,437
– – 0.89% 37
2017
Q1 		$8.8M Buy
24,437
+5,023
+26% +$1.82M 0.93% 37
2016
Q4 		$7.32M Buy
19,414
+6,780
+54% +$2.32M 0.85% 36
2016
Q3 		$4.35M Buy
12,634
+10,473
+485% +$3.62M 0.57% 49
2016
Q2 		$741K Hold
2,161
– – 0.11% 139
2016
Q1 		$550K Hold
2,161
– – 0.1% 174
2015
Q4 		$607K Hold
2,161
– – 0.12% 159
2015
Q3 		$571K Hold
2,161
– – 0.12% 160
2015
Q2 		$1.07M Buy
2,161
+307
+17% +$152K 0.21% 102
2015
Q1 		$895K Hold
1,854
– – 0.19% 121
2014
Q4 		$1.06M Buy
1,854
+281
+18% +$185K 0.27% 101
2014
Q3 		$1.2M Buy
+1,573
New +$1.21M 0.37% 77

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Spirit of America Management Corp's SMC Position: Q2 2019 in Review

Spirit of America Management Corp sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 10,278 shares — an estimated $1.5M sold.

Spirit of America Management Corp first reported a position in SMC in Q3 2014 and held it in 19 quarters. The position peaked at $8.8M in Q1 2017. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

  • Spirit of America Management Corp reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
  • Spirit of America Management Corp sold 10,278 Summit Midstream shares in Q2 2019, an estimated $1.5M.
  • Spirit of America Management Corp first reported a position in Summit Midstream in Q3 2014 and held it in 19 quarters.
  • Spirit of America Management Corp's Summit Midstream position peaked at $8.8M in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

Based on Spirit of America Management Corp's 13F filing for Q2 2019, filed 15 Jul 2019.