U
SMMF

UBS’s Summit Financial Group, Inc. SMMF Stock Holding History

UBS’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$17K Buy
+1,622
New +$16.8K ﹤0.01% 8219
2013
Q3 		– Sell
-542
Closed -$4K – 10779
2013
Q2 		$4K Buy
+542
New +$4.25K ﹤0.01% 9453

Other funds holding SMMF

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

UBS's SMMF Position: Q3 2014 in Review

UBS opened a new position in Summit Financial Group, Inc. (SMMF) in Q3 2014: 1,622 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #8219 among its holdings. This is a return to the name: UBS previously reported a position in SMMF as recently as Q2 2013.

UBS first reported a position in SMMF in Q2 2013 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SMMF as of Q3 2014.

  • UBS held 1,622 shares of Summit Financial Group, Inc. worth $17K as of Q3 2014.
  • Summit Financial Group, Inc. was a new UBS position in Q3 2014.
  • Summit Financial Group, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8219 holding.
  • UBS first reported a position in Summit Financial Group, Inc. in Q2 2013 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.