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Summit Financial Group is based out of Moorefield. Their last reported 13F filing for Q1 2021 included $240,826,000 in managed 13F securities and a top 10 holdings concentration of 27.81%. Summit Financial Group's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 88,377. Summit Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings, and 258 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-09-30. The notice included securities offered of Debt
03/31/2021
03/31/2021
03/31/2021
03/31/2021
[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.
03/31/2021
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for SUMMIT FINANCIAL GROUP, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
Performance for Q4 2020: | 10.71% |
Performance Last 4 Quarters: | 10.76% |
Stdev (5-yrs): | Subscription required | BETA (5-yrs): | Subscription required | ALPHA (3-yrs): | Subscription required |
Max Drawdown (all-years): | Subscription required | Annualized Perf (3-yrs): | Subscription required | Batting Avg vs S&P. (3-yrs): | Subscription required |
Sortino (3-yrs): | Subscription required | Stutzer (3-yrs): | Subscription required | Treynor (3-yrs): | Subscription required |
Sterling (3-yrs): | Subscription required | Calmar (3-yrs): | Subscription required | Information Ratio (3-yrs): | Subscription required |
Tracking Error (3 yrs): | Subscription required | Stdev Down (3-yrs): | Subscription required | Winning Months %: | Subscription required |
Losing Months %: | Subscription required | Best 12 Months: | Subscription required | Worst 12 Months: | Subscription required |
Efficiency Ratio (3-yrs): | Subscription required | Sharpe: | Subscription required | Stdev Sectors: | Subscription required |
Skewness (3-yrs): | Subscription required | Kurtosis (3-yrs): | Subscription required | Upside Potential (3-yrs): | Subscription required |
This will schedule a job to export all requested 13f holdings data for this filer. When completed, an email will be sent to the email address you specify containing a link to download the .zip file of the CSV file(s) you requested.
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.
Filing Date | Form Type | Industry Group | Securities Offered | Total Offering Amount | Total Amount Sold | Total Remaining |
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2020-09-30 | D | OTHER BANKING AND FINANCIAL SERVICES | Debt | 30,000,000 | 30,000,000 | 0 |
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 |
Name | Address | |
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No Other Issuers |
Name | Address | Relationship |
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BRADFORD E RITCHIE | subscription required |
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CHARLES S. PICCIRILLO | subscription required |
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DEWEY F. BENSENHAVER | subscription required |
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DOUGLAS T. MITCHELL | subscription required |
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DUKE A. MCDANIEL | subscription required |
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FRANK A. BAER, III | subscription required |
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G. R. OURS, JR. | subscription required |
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GARY L. HINKLE | subscription required |
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GEORGETTE R. GEORGE | subscription required |
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GERALD W. HUFFMAN | subscription required |
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H. CHARLES MADDY, III | subscription required |
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H., III CHARLES MADDY | subscription required |
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J. SCOTT BRIDGEFORTH | subscription required |
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JAMES M. COOKMAN | subscription required |
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JAMES P. GEARY, II | subscription required |
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JAMES P. GEARY, III | subscription required |
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JAMES, II P. GEARY | subscription required |
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JASON A. KITZMILLER | subscription required |
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JOHN W. CRITES | subscription required |
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JOHN B. GIANOLA | subscription required |
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JOHN H. SHOTT | subscription required |
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JOHN, II W. CRITES | subscription required |
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JULIE R. COOK | subscription required |
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JULIE R. MARKWOOD | subscription required |
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OSCAR M. BEAN | subscription required |
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PATRICK N. FRYE | subscription required |
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PHOEBE F. HEISHMAN | subscription required |
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ROBERT S. TISSUE | subscription required |
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RONALD L. BOWLING | subscription required |
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RONALD F. MILLER | subscription required |
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SCOTT C. JENNINGS | subscription required |
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THOMAS J. HAWSE, III | subscription required |
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