Texas Yale Capital Corp’s Summit Midstream SMC Stock Holding History

Texas Yale Capital Corp’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
2021 Q1	–	Sell	-12,507	Closed	-$156K	–	456
2020 Q4	$156K	Hold	12,507	–	–	0.01%	422
2020 Q3	$123K	Hold	12,507	–	–	0.01%	402
2020 Q2	$186K	Hold	12,507	–	–	0.02%	392
2020 Q1	$114K	Buy	+12,507	New	+$423K	0.01%	391
2017 Q4	–	Sell	-1,227	Closed	-$368K	–	452
2017 Q3	$368K	Hold	1,227	–	–	0.03%	358
2017 Q2	$417K	Hold	1,227	–	–	0.04%	338
2017 Q1	$442K	Buy	+1,227	New	+$444K	0.04%	329

Other funds holding SMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

CQS (US) New York $367M AUM 8.85% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Texas Yale Capital Corp's SMC Position: Q1 2021 in Review

Texas Yale Capital Corp sold out of Summit Midstream (SMC) in Q1 2021, closing a stake of 12,507 shares — an estimated $156K sold.

Texas Yale Capital Corp first reported a position in SMC in Q1 2017 and held it in 7 quarters. The position peaked at $442K in Q1 2017. 28 funds tracked by Wall St. Rank hold SMC as of Q1 2021.

Texas Yale Capital Corp reported no remaining Summit Midstream position as of Q1 2021 after selling out during the quarter.
Texas Yale Capital Corp sold 12,507 Summit Midstream shares in Q1 2021, an estimated $156K.
Texas Yale Capital Corp first reported a position in Summit Midstream in Q1 2017 and held it in 7 quarters.
Texas Yale Capital Corp's Summit Midstream position peaked at $442K in Q1 2017.
28 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2021.

Based on Texas Yale Capital Corp's 13F filing for Q1 2021, filed 12 May 2021.