Winslow Evans & Crocker’s Summit Midstream SMC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$5K	Hold	407	–	–	﹤0.01%	1110
2020 Q3	$4K	Hold	407	–	–	﹤0.01%	930
2020 Q2	$6K	Hold	407	–	–	﹤0.01%	863
2020 Q1	$4K	Hold	407	–	–	﹤0.01%	956
2019 Q4	$22K	Hold	407	–	–	0.01%	653
2019 Q3	$30K	Hold	407	–	–	0.01%	591
2019 Q2	$46K	Hold	407	–	–	0.01%	532
2019 Q1	$60K	Hold	407	–	–	0.02%	464
2018 Q4	$62K	Hold	407	–	–	0.02%	431
2018 Q3	$88K	Hold	407	–	–	0.03%	394
2018 Q2	$94K	Buy	+407	New	+$93.2K	0.03%	380

Other funds holding SMC

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

KACA

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's SMC Position: Q4 2020 in Review

Winslow Evans & Crocker held its Summit Midstream (SMC) position steady in Q4 2020 at 407 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Winslow Evans & Crocker first reported a position in SMC in Q2 2018 and has held it in 11 quarters since. The position peaked at $94K in Q2 2018. 32 funds tracked by Wall St. Rank hold SMC as of Q4 2020.

Winslow Evans & Crocker held 407 shares of Summit Midstream worth $5K as of Q4 2020.
Winslow Evans & Crocker left its Summit Midstream share count unchanged in Q4 2020.
Summit Midstream made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1110 holding.
Winslow Evans & Crocker first reported a position in Summit Midstream in Q2 2018 and has held it in 11 quarters since.
Winslow Evans & Crocker's Summit Midstream position peaked at $94K in Q2 2018.
32 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.