Summit Financial Group’s HILAND PARTNERS, LP COMMON UNITS HLND Stock Holding History

Summit Financial Group’s Portfolio HLND Stock Details HLND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-62,143	Closed	-$454K	–	126
2018 Q2	$454K	Sell	62,143 -101,250	-62%	-$740K	0.35%	74
2018 Q1	$1.23M	Buy	+163,393	New	+$1.23M	0.97%	33

Other funds holding HLND

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

THWM

Taylor Hoffman Wealth Management Richmond, Virginia $245M AUM 26.27% 1-Year Est. Return

Summit Financial Group's HLND Position: Q3 2018 in Review

Summit Financial Group sold out of HILAND PARTNERS, LP COMMON UNITS (HLND) in Q3 2018, closing a stake of 62,143 shares — an estimated $454K sold.

Summit Financial Group first reported a position in HLND in Q1 2018 and held it in 2 quarters. The position peaked at $1.23M in Q1 2018. 3 funds tracked by Wall St. Rank hold HLND as of Q3 2018.

Summit Financial Group reported no remaining HILAND PARTNERS, LP COMMON UNITS position as of Q3 2018 after selling out during the quarter.
Summit Financial Group sold 62,143 HILAND PARTNERS, LP COMMON UNITS shares in Q3 2018, an estimated $454K.
Summit Financial Group first reported a position in HILAND PARTNERS, LP COMMON UNITS in Q1 2018 and held it in 2 quarters.
Summit Financial Group's HILAND PARTNERS, LP COMMON UNITS position peaked at $1.23M in Q1 2018.
3 funds tracked by Wall St. Rank held HILAND PARTNERS, LP COMMON UNITS as of Q3 2018.

Based on Summit Financial Group's 13F filing for Q3 2018, filed 3 Oct 2018.