SSG
PMCT

Summit Securities Group’s PMC COMMERCIAL TRUST SBI PMCT Stock Holding History

Summit Securities Group’s Portfolio PMCT Stock Details PMCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-827
Closed -$7K – 654
2013
Q3 		$7K Buy
+827
New +$7.63K ﹤0.01% 280

Other funds holding PMCT

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's PMCT Position: Q4 2013 in Review

Summit Securities Group sold out of PMC COMMERCIAL TRUST SBI (PMCT) in Q4 2013, closing a stake of 827 shares — an estimated $7K sold.

Summit Securities Group first reported a position in PMCT in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 26 funds tracked by Wall St. Rank hold PMCT as of Q4 2013.

  • Summit Securities Group reported no remaining PMC COMMERCIAL TRUST SBI position as of Q4 2013 after selling out during the quarter.
  • Summit Securities Group sold 827 PMC COMMERCIAL TRUST SBI shares in Q4 2013, an estimated $7K.
  • Summit Securities Group first reported a position in PMC COMMERCIAL TRUST SBI in Q3 2013 and held it in 1 quarter.
  • Summit Securities Group's PMC COMMERCIAL TRUST SBI position peaked at $7K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held PMC COMMERCIAL TRUST SBI as of Q4 2013.

Based on Summit Securities Group's 13F filing for Q4 2013, filed 13 Feb 2014.