SMFS
SMC

Squar Milner Financial Services’s Summit Midstream SMC Stock Holding History

Squar Milner Financial Services’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
2018
Q4 		– Sell
-118
Closed -$25K – 782
2018
Q3 		$25K Hold
118
– – 0.02% 384
2018
Q2 		$27K Buy
+118
New +$27K 0.02% 438

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Squar Milner Financial Services's SMC Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Summit Midstream (SMC) in Q4 2018, closing a stake of 118 shares — an estimated $25K sold.

Squar Milner Financial Services first reported a position in SMC in Q2 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 72 funds tracked by Wall St. Rank hold SMC as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Summit Midstream position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 118 Summit Midstream shares in Q4 2018, an estimated $25K.
  • Squar Milner Financial Services first reported a position in Summit Midstream in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Summit Midstream position peaked at $27K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.