SSG
SMC

Summit Securities Group’s Summit Midstream SMC Stock Holding History

Summit Securities 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
2014
Q1 		– Sell
-7
Closed -$4K – 610
2013
Q4 		$4K Buy
+7
New +$3.54K ﹤0.01% 410

Other funds holding SMC

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Securities Group's SMC Position: Q1 2014 in Review

Summit Securities Group sold out of Summit Midstream (SMC) in Q1 2014, closing a stake of 7 shares — an estimated $4K sold.

Summit Securities Group first reported a position in SMC in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 66 funds tracked by Wall St. Rank hold SMC as of Q1 2014.

  • Summit Securities Group reported no remaining Summit Midstream position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 7 Summit Midstream shares in Q1 2014, an estimated $4K.
  • Summit Securities Group first reported a position in Summit Midstream in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Summit Midstream position peaked at $4K in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.