ZIM
SMMF

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

ZPR 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
Q2 		– Sell
-9,320
Closed -$247K – 95
2019
Q1 		$247K Sell
9,320
-12,653
-58% -$299K 0.49% 57
2018
Q4 		$424K Sell
21,973
-23,935
-52% -$503K 0.84% 41
2018
Q3 		$1.07M Buy
45,908
+7,145
+18% +$181K 1.61% 28
2018
Q2 		$1.04M Buy
38,763
+2,060
+6% +$53.8K 1.39% 29
2018
Q1 		$918K Buy
+36,703
New +$928K 1.32% 32

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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SFG
Summit Financial Group Moorefield, West Virginia $281M AUM 21.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ZPR Investment Management's SMMF Position: Q2 2019 in Review

ZPR Investment Management sold out of Summit Financial Group, Inc. (SMMF) in Q2 2019, closing a stake of 9,320 shares — an estimated $247K sold.

ZPR Investment Management first reported a position in SMMF in Q1 2018 and held it in 5 quarters. The position peaked at $1.07M in Q3 2018. 64 funds tracked by Wall St. Rank hold SMMF as of Q2 2019.

  • ZPR Investment Management reported no remaining Summit Financial Group, Inc. position as of Q2 2019 after selling out during the quarter.
  • ZPR Investment Management sold 9,320 Summit Financial Group, Inc. shares in Q2 2019, an estimated $247K.
  • ZPR Investment Management first reported a position in Summit Financial Group, Inc. in Q1 2018 and held it in 5 quarters.
  • ZPR Investment Management's Summit Financial Group, Inc. position peaked at $1.07M in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2019.

Based on ZPR Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.