SFG
NKSH icon

Summit Financial Group’s National Bankshares NKSH Stock Holding History

Summit Financial Group’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13,582
Closed -$529K – 164
2019
Q2 		$529K Hold
13,582
– – 0.24% 99
2019
Q1 		$582K Sell
13,582
-21,500
-61% -$832K 0.45% 66
2018
Q4 		$1.28M Hold
35,082
– – 1.08% 27
2018
Q3 		$1.59M Hold
35,082
– – 1.19% 28
2018
Q2 		$1.63M Hold
35,082
– – 1.27% 23
2018
Q1 		$1.58M Hold
35,082
– – 1.24% 24
2017
Q4 		$1.59M Buy
+35,082
New +$1.59M 1.3% 20

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial Group's NKSH Position: Q3 2019 in Review

Summit Financial Group sold out of National Bankshares (NKSH) in Q3 2019, closing a stake of 13,582 shares — an estimated $529K sold.

Summit Financial Group first reported a position in NKSH in Q4 2017 and held it in 7 quarters. The position peaked at $1.63M in Q2 2018. 54 funds tracked by Wall St. Rank hold NKSH as of Q3 2019.

  • Summit Financial Group reported no remaining National Bankshares position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Group sold 13,582 National Bankshares shares in Q3 2019, an estimated $529K.
  • Summit Financial Group first reported a position in National Bankshares in Q4 2017 and held it in 7 quarters.
  • Summit Financial Group's National Bankshares position peaked at $1.63M in Q2 2018.
  • 54 funds tracked by Wall St. Rank held National Bankshares as of Q3 2019.

Based on Summit Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.