Watermark Asset Management’s Summit Midstream SMC Stock Holding History

Watermark Asset Management’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
2018 Q4	$1K	Buy	+5	New	+$1.04K	﹤0.01%	269

Other funds holding SMC

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WHG

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

Watermark Asset Management's SMC Position: Q4 2018 in Review

Watermark Asset Management opened a new position in Summit Midstream (SMC) in Q4 2018: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings.

72 funds tracked by Wall St. Rank hold SMC as of Q4 2018.

Watermark Asset Management held 5 shares of Summit Midstream worth $1K as of Q4 2018.
Summit Midstream was a new Watermark Asset Management position in Q4 2018.
Summit Midstream made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #269 holding.
72 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.