WCM
SMMF

Wealthcare Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Wealthcare Capital Management’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
2019
Q3 		– Sell
-2,582
Closed – – 198
2019
Q2 		$0 Hold
2,582
– – ﹤0.01% 194
2019
Q1 		$68K Hold
2,582
– – 0.01% 85
2018
Q4 		$50K Hold
2,582
– – 0.01% 93
2018
Q3 		$60K Hold
2,582
– – 0.01% 82
2018
Q2 		$69K Hold
2,582
– – 0.01% 76
2018
Q1 		$65K Hold
2,582
– – 0.01% 77
2017
Q4 		$68K Sell
2,582
-490
-16% -$13.1K 0.01% 76
2017
Q3 		$79K Buy
3,072
+1
+0% +$22 0.01% 69
2017
Q2 		$68K Buy
+3,071
New +$67.3K 0.01% 73

Other funds holding SMMF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Wealthcare Capital Management's SMMF Position: Q3 2019 in Review

Wealthcare Capital Management sold out of Summit Financial Group, Inc. (SMMF) in Q3 2019, closing a stake of 2,582 shares.

Wealthcare Capital Management first reported a position in SMMF in Q2 2017 and held it in 9 quarters. The position peaked at $79K in Q3 2017. 59 funds tracked by Wall St. Rank hold SMMF as of Q3 2019.

  • Wealthcare Capital Management reported no remaining Summit Financial Group, Inc. position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,582 Summit Financial Group, Inc. shares in Q3 2019.
  • Wealthcare Capital Management first reported a position in Summit Financial Group, Inc. in Q2 2017 and held it in 9 quarters.
  • Wealthcare Capital Management's Summit Financial Group, Inc. position peaked at $79K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2019.

Based on Wealthcare Capital Management's 13F filing for Q3 2019, filed 17 Oct 2019.