Stifel Financial
SMC

Stifel Financial’s Summit Midstream SMC Stock Holding History

Stifel Financial’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
Q1 		– Sell
-1,154
Closed -$173K – 2864
2018
Q4 		$173K Sell
1,154
-407
-26% -$84.9K ﹤0.01% 2487
2018
Q3 		$334K Sell
1,561
-480
-24% -$118K ﹤0.01% 2301
2018
Q2 		$473K Sell
2,041
-620
-23% -$142K ﹤0.01% 2058
2018
Q1 		$559K Buy
2,661
+1,650
+163% +$471K ﹤0.01% 1911
2017
Q4 		$310K Sell
1,011
-162
-14% -$49K ﹤0.01% 2185
2017
Q3 		$352K Sell
1,173
-303
-21% -$98.9K ﹤0.01% 2083
2017
Q2 		$501K Buy
1,476
+728
+97% +$253K ﹤0.01% 1874
2017
Q1 		$269K Buy
+748
New +$271K ﹤0.01% 2159

Other funds holding SMC

O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial's SMC Position: Q1 2019 in Review

Stifel Financial sold out of Summit Midstream (SMC) in Q1 2019, closing a stake of 1,154 shares — an estimated $173K sold.

Stifel Financial first reported a position in SMC in Q1 2017 and held it in 8 quarters. The position peaked at $559K in Q1 2018. 65 funds tracked by Wall St. Rank hold SMC as of Q1 2019.

  • Stifel Financial reported no remaining Summit Midstream position as of Q1 2019 after selling out during the quarter.
  • Stifel Financial sold 1,154 Summit Midstream shares in Q1 2019, an estimated $173K.
  • Stifel Financial first reported a position in Summit Midstream in Q1 2017 and held it in 8 quarters.
  • Stifel Financial's Summit Midstream position peaked at $559K in Q1 2018.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2019.

Based on Stifel Financial's 13F filing for Q1 2019, filed 14 May 2019.