SUMMIT FINANCIAL GROUP INC

MOOREFIELD, WV Investment Advisor How do I update this listing?

Also known as:

  • SOUTH BRANCH VALLEY BANCORP INC

Summit Financial Group is based out of Moorefield. Their last reported 13F filing for Q3 2019 included $196,745,000 in managed 13F securities and a top 10 holdings concentration of 33.86%. Summit Financial Group's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 123,345. Whalewisdom has at least 10 13F filings, and 258 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2014-12-04. The notice included securities offered of Equity

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $196.745 Million
  • Prior Market Value $221.215 Million
  • New Purchases8 stocks
  • Additional Purchases21 stocks
  • Sold out of13 stocks
  • Reduced holdings in97 stocks
  • Top 10 Holdings % 33.86 %
  • Turnover % [1]:13.64%
  • Turnover Alt % [2]: 16.81 %
  • Time Held Top20:3.30 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:5.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.37%
Performance Last 4 Quarters: 3.6%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2014-12-04 D OTHER BANKING AND FINANCIAL SERVICES Equity 10,327,086 7,988,994 2,338,092
2009-08-07 D OTHER BANKING AND FINANCIAL SERVICES Equity 10,000,000 50,000 9,950,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRADFORD E RITCHIE subscription required
    EXECUTIVE OFFICER
CHARLES S. PICCIRILLO subscription required
    DIRECTOR
DEWEY F. BENSENHAVER subscription required
    DIRECTOR
DOUGLAS T. MITCHELL subscription required
    EXECUTIVE OFFICER
DUKE A. MCDANIEL subscription required
    DIRECTOR
FRANK A. BAER, III subscription required
    DIRECTOR
G. R. OURS, JR. subscription required
    DIRECTOR
GARY L. HINKLE subscription required
    DIRECTOR
GERALD W. HUFFMAN subscription required
    DIRECTOR
H. CHARLES MADDY, III subscription required
    EXECUTIVE OFFICER DIRECTOR
JAMES M. COOKMAN subscription required
    DIRECTOR
JAMES P. GEARY, II subscription required
    DIRECTOR
JAMES P. GEARY, III subscription required
    DIRECTOR
JOHN W. CRITES subscription required
    DIRECTOR
JULIE R. COOK subscription required
    EXECUTIVE OFFICER
OSCAR M. BEAN subscription required
    DIRECTOR
PATRICK N. FRYE subscription required
    EXECUTIVE OFFICER DIRECTOR
PHOEBE F. HEISHMAN subscription required
    DIRECTOR
ROBERT S. TISSUE subscription required
    EXECUTIVE OFFICER
RONALD F. MILLER subscription required
    EXECUTIVE OFFICER DIRECTOR
SCOTT C. JENNINGS subscription required
    EXECUTIVE OFFICER
THOMAS J. HAWSE, III subscription required
    DIRECTOR

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