Tortoise Index Solutions’s Summit Midstream SMC Stock Holding History

Tortoise Index Solutions’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
2019 Q2	–	Sell	-996	Closed	-$145K	–	163
2019 Q1	$145K	Buy	996 +35	+4%	+$6.16K	0.04%	73
2018 Q4	$145K	Buy	961 +487	+103%	+$102K	0.06%	65
2018 Q3	$102K	Sell	474 -14	-3%	-$3.45K	0.07%	62
2018 Q2	$113K	Buy	488 +66	+16%	+$15.1K	0.08%	63
2018 Q1	$89K	Buy	422 +31	+8%	+$8.84K	0.08%	73
2017 Q4	$120K	Buy	+391	New	+$118K	0.11%	63
2015 Q3	$14K	Buy	52 +9	+21%	+$3.42K	0.07%	71
2015 Q2	$21K	Buy	+43	New	+$21.3K	0.1%	65

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Tortoise Index Solutions's SMC Position: Q2 2019 in Review

Tortoise Index Solutions sold out of Summit Midstream (SMC) in Q2 2019, closing a stake of 996 shares — an estimated $145K sold.

Tortoise Index Solutions first reported a position in SMC in Q2 2015 and held it in 8 quarters. The position peaked at $145K in Q1 2019. 53 funds tracked by Wall St. Rank hold SMC as of Q2 2019.

Tortoise Index Solutions reported no remaining Summit Midstream position as of Q2 2019 after selling out during the quarter.
Tortoise Index Solutions sold 996 Summit Midstream shares in Q2 2019, an estimated $145K.
Tortoise Index Solutions first reported a position in Summit Midstream in Q2 2015 and held it in 8 quarters.
Tortoise Index Solutions's Summit Midstream position peaked at $145K in Q1 2019.
53 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2019.

Based on Tortoise Index Solutions's 13F filing for Q2 2019, filed 14 Aug 2019.