Zacks Investment Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Zacks Investment 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	-7,598	Closed	-$204K	–	597
2019 Q2	$204K	Hold	7,598	–	–	﹤0.01%	506
2019 Q1	$201K	Buy	+7,598	New	+$179K	﹤0.01%	509
2018 Q3	–	Sell	-7,682	Closed	-$206K	–	628
2018 Q2	$206K	Buy	+7,682	New	+$201K	﹤0.01%	517
2018 Q1	–	Sell	-17,182	Closed	-$452K	–	639
2017 Q4	$452K	Hold	17,182	–	–	0.01%	472
2017 Q3	$441K	Hold	17,182	–	–	0.01%	458
2017 Q2	$378K	Hold	17,182	–	–	0.01%	475
2017 Q1	$370K	Hold	17,182	–	–	0.01%	480
2016 Q4	$473K	Hold	17,182	–	–	0.01%	448
2016 Q3	$329K	Hold	17,182	–	–	0.01%	492
2016 Q2	$301K	Hold	17,182	–	–	0.01%	501
2016 Q1	$266K	Hold	17,182	–	–	0.01%	513
2015 Q4	$204K	Hold	17,182	–	–	0.01%	527
2015 Q3	$202K	Hold	17,182	–	–	0.01%	550
2015 Q2	$193K	Hold	17,182	–	–	0.01%	600
2015 Q1	$205K	Buy	17,182 +250	+1%	+$2.91K	0.01%	588
2014 Q4	$199K	Hold	16,932	–	–	0.01%	601
2014 Q3	$174K	Hold	16,932	–	–	0.01%	637
2014 Q2	$180K	Buy	16,932 +100	+0.6%	+$1.06K	0.01%	641
2014 Q1	$173K	Hold	16,832	–	–	0.01%	647
2013 Q4	$167K	Hold	16,832	–	–	0.01%	648
2013 Q3	$146K	Hold	16,832	–	–	0.01%	632
2013 Q2	$139K	Buy	+16,832	New	+$132K	0.01%	595

Other funds holding SMMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Zacks Investment Management's SMMF Position: Q3 2019 in Review

Zacks Investment Management sold out of Summit Financial Group, Inc. (SMMF) in Q3 2019, closing a stake of 7,598 shares — an estimated $204K sold.

Zacks Investment Management first reported a position in SMMF in Q2 2013 and held it in 22 quarters. The position peaked at $473K in Q4 2016. 59 funds tracked by Wall St. Rank hold SMMF as of Q3 2019.

Zacks Investment Management reported no remaining Summit Financial Group, Inc. position as of Q3 2019 after selling out during the quarter.
Zacks Investment Management sold 7,598 Summit Financial Group, Inc. shares in Q3 2019, an estimated $204K.
Zacks Investment Management first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 22 quarters.
Zacks Investment Management's Summit Financial Group, Inc. position peaked at $473K in Q4 2016.
59 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q3 2019.

Based on Zacks Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.