Sumitomo Mitsui Trust Group’s Summit Midstream SMC Stock Holding History

Sumitomo Mitsui Trust Group’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 Q4	–	Sell	-1,333	Closed	-$97K	–	1130
2019 Q3	$97K	Buy	+1,333	New	+$122K	﹤0.01%	1064
2015 Q3	–	Sell	-1,867	Closed	-$925K	–	897
2015 Q2	$925K	Hold	1,867	–	–	﹤0.01%	806
2015 Q1	$901K	Hold	1,867	–	–	﹤0.01%	791
2014 Q4	$1.04M	Buy	+1,867	New	+$1.23M	﹤0.01%	787

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's SMC Position: Q4 2019 in Review

Sumitomo Mitsui Trust Group sold out of Summit Midstream (SMC) in Q4 2019, closing a stake of 1,333 shares — an estimated $97K sold.

Sumitomo Mitsui Trust Group first reported a position in SMC in Q4 2014 and held it in 4 quarters. The position peaked at $1.04M in Q4 2014. 47 funds tracked by Wall St. Rank hold SMC as of Q4 2019.

Sumitomo Mitsui Trust Group reported no remaining Summit Midstream position as of Q4 2019 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 1,333 Summit Midstream shares in Q4 2019, an estimated $97K.
Sumitomo Mitsui Trust Group first reported a position in Summit Midstream in Q4 2014 and held it in 4 quarters.
Sumitomo Mitsui Trust Group's Summit Midstream position peaked at $1.04M in Q4 2014.
47 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2019.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2019, filed 31 Jan 2020.