0001567619-20-007476.txt : 20200403
0001567619-20-007476.hdr.sgml : 20200403
20200403102431
ACCESSION NUMBER: 0001567619-20-007476
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200403
DATE AS OF CHANGE: 20200403
EFFECTIVENESS DATE: 20200403
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SUMMIT FINANCIAL GROUP INC
CENTRAL INDEX KEY: 0000811808
STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022]
IRS NUMBER: 550672148
STATE OF INCORPORATION: WV
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18100
FILM NUMBER: 20772077
BUSINESS ADDRESS:
STREET 1: 300 NORTH MAIN ST
CITY: MOOREFIELD
STATE: WV
ZIP: 26836
BUSINESS PHONE: 3045301000
MAIL ADDRESS:
STREET 1: 300 NORTH MAIN ST
CITY: MOOREFIELD
STATE: WV
ZIP: 26836
FORMER COMPANY:
FORMER CONFORMED NAME: SOUTH BRANCH VALLEY BANCORP INC
DATE OF NAME CHANGE: 19920703
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0000811808
XXXXXXXX
03-31-2020
03-31-2020
SUMMIT FINANCIAL GROUP INC
300 NORTH MAIN ST
MOOREFIELD
WV
26836
13F HOLDINGS REPORT
028-18100
N
Cynthia Higgins-Atwell
Vice President, Trust Operations
304-324-3306
/s/ Cynthia Higgins-Atwell
Moorefield
WV
04-03-2020
0
198
167551
false
INFORMATION TABLE
2
form13fInfoTable.xml
MEDTRONIC PLC
SHS
G5960L103
308
3415
SH
SOLE
3415
0
0
MEDTRONIC PLC
SHS
G5960L103
16
175
SH
OTR
175
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
347
4200
SH
SOLE
4200
0
0
CHUBB LIMITED
COM
H1467J104
228
2043
SH
SOLE
2043
0
0
AT&T INC
COM
00206R102
1356
46511
SH
SOLE
46511
0
0
AT&T INC
COM
00206R102
199
6825
SH
OTR
6412
0
413
ABBOTT LABS
COM
002824100
628
7958
SH
SOLE
7958
0
0
ABBOTT LABS
COM
002824100
12
150
SH
OTR
150
0
0
ABBVIE INC
COM
00287Y109
714
9365
SH
SOLE
9365
0
0
ABBVIE INC
COM
00287Y109
15
200
SH
OTR
200
0
0
ADOBE INC
COM
00724F101
271
851
SH
SOLE
851
0
0
AIR PRODS & CHEMS INC
COM
009158106
888
4450
SH
SOLE
4450
0
0
ALPHABET INC
CAP STK CL A
02079K305
246
212
SH
SOLE
212
0
0
ALTRIA GROUP INC
COM
02209S103
230
5950
SH
SOLE
5950
0
0
ALTRIA GROUP INC
COM
02209S103
21
550
SH
OTR
500
0
50
AMAZON COM INC
COM
023135106
544
279
SH
SOLE
279
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
1008
12603
SH
SOLE
12603
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
8
100
SH
OTR
100
0
0
APPLE INC
COM
037833100
2039
8017
SH
SOLE
8017
0
0
AUTODESK INC
COM
052769106
937
6000
SH
SOLE
6000
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
484
3540
SH
SOLE
3540
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
14
100
SH
OTR
100
0
0
BP PLC
SPONSORED ADR
055622104
198
8100
SH
SOLE
8100
0
0
BP PLC
SPONSORED ADR
055622104
12
500
SH
OTR
500
0
0
BAXTER INTL INC
COM
071813109
768
9455
SH
SOLE
9455
0
0
BECTON DICKINSON & CO
COM
075887109
236
1028
SH
SOLE
1028
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
574
3140
SH
SOLE
3140
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
23
124
SH
OTR
0
0
124
BLACK HILLS CORP
COM
092113109
563
8800
SH
SOLE
8800
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
521
9350
SH
SOLE
9350
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
6
100
SH
OTR
100
0
0
CSX CORP
COM
126408103
2211
38582
SH
SOLE
38582
0
0
CSX CORP
COM
126408103
187
3257
SH
OTR
188
0
3069
CATERPILLAR INC DEL
COM
149123101
447
3852
SH
SOLE
3852
0
0
CHEVRON CORP NEW
COM
166764100
495
6835
SH
SOLE
6835
0
0
CHEVRON CORP NEW
COM
166764100
7
100
SH
OTR
100
0
0
CISCO SYS INC
COM
17275R102
1303
33137
SH
SOLE
33137
0
0
CISCO SYS INC
COM
17275R102
26
652
SH
OTR
652
0
0
COCA COLA CO
COM
191216100
2168
49002
SH
SOLE
49002
0
0
COCA COLA CO
COM
191216100
119
2690
SH
OTR
2690
0
0
COLGATE PALMOLIVE CO
COM
194162103
731
11016
SH
SOLE
11016
0
0
COLGATE PALMOLIVE CO
COM
194162103
199
3000
SH
OTR
3000
0
0
COMCAST CORP NEW
CL A
20030N101
200
5820
SH
SOLE
5820
0
0
COMCAST CORP NEW
CL A
20030N101
35
1014
SH
OTR
0
0
1014
CORTEVA INC
COM
22052L104
242
10278
SH
SOLE
10278
0
0
CORTEVA INC
COM
22052L104
0
21
SH
OTR
21
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
214
1482
SH
SOLE
1482
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
34
237
SH
OTR
237
0
0
DISNEY WALT CO
COM DISNEY
254687106
1803
18665
SH
SOLE
18665
0
0
DOLLAR GEN CORP NEW
COM
256677105
227
1500
SH
SOLE
1500
0
0
DOMINION ENERGY INC
COM
25746U109
474
6560
SH
SOLE
6560
0
0
DOMINION ENERGY INC
COM
25746U109
4
62
SH
OTR
62
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
602
7438
SH
SOLE
7438
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
18
220
SH
OTR
220
0
0
DUPONT DE NEMOURS INC
COM
26614N102
355
10421
SH
SOLE
10421
0
0
DUPONT DE NEMOURS INC
COM
26614N102
1
21
SH
OTR
21
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
1237
6560
SH
SOLE
6560
0
0
EMERSON ELEC CO
COM
291011104
864
18127
SH
SOLE
18127
0
0
EMERSON ELEC CO
COM
291011104
100
2100
SH
OTR
2100
0
0
EXXON MOBIL CORP
COM
30231G102
1564
41192
SH
SOLE
41192
0
0
EXXON MOBIL CORP
COM
30231G102
239
6285
SH
OTR
6197
0
88
FEDERATED HERMES INC
CL B
314211103
191
10000
SH
SOLE
10000
0
0
FIRST CMNTY BANKSHARES INC V
COM
31983A103
1038
44556
SH
SOLE
44556
0
0
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
666
5385
SH
SOLE
5385
0
0
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
817
13120
SH
SOLE
13120
0
0
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
427
26054
SH
SOLE
26054
0
0
FISERV INC
COM
337738108
1970
20743
SH
SOLE
20743
0
0
GENERAL DYNAMICS CORP
COM
369550108
694
5242
SH
SOLE
5242
0
0
GENERAL ELECTRIC CO
COM
369604103
160
20148
SH
SOLE
20148
0
0
GENERAL ELECTRIC CO
COM
369604103
21
2625
SH
OTR
225
0
2400
GENERAL MLS INC
COM
370334104
434
8222
SH
SOLE
8222
0
0
HERSHEY CO
COM
427866108
865
6525
SH
SOLE
6525
0
0
HOME DEPOT INC
COM
437076102
1667
8929
SH
SOLE
8929
0
0
HOME DEPOT INC
COM
437076102
66
355
SH
OTR
255
0
100
HONEYWELL INTL INC
COM
438516106
886
6620
SH
SOLE
6620
0
0
INTEL CORP
COM
458140100
2111
39010
SH
SOLE
39010
0
0
INTEL CORP
COM
458140100
27
500
SH
OTR
500
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
691
8560
SH
SOLE
8560
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
559
5043
SH
SOLE
5043
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
439
3960
SH
OTR
200
0
3760
INVESCO QQQ TR
UNIT SER 1
46090E103
2918
15325
SH
SOLE
15325
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2495
29696
SH
SOLE
29696
0
0
ISHARES INC
EM MKTS DIV ETF
464286319
209
7414
SH
SOLE
7414
0
0
ISHARES TR
S&P 100 ETF
464287101
466
3929
SH
SOLE
3929
0
0
ISHARES TR
CORE S&P TTL STK
464287150
219
3820
SH
SOLE
3820
0
0
ISHARES TR
SELECT DIVID ETF
464287168
1756
23882
SH
SOLE
23882
0
0
ISHARES TR
SELECT DIVID ETF
464287168
305
4150
SH
OTR
4150
0
0
ISHARES TR
TIPS BD ETF
464287176
271
2296
SH
SOLE
2296
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2910
11261
SH
SOLE
11261
0
0
ISHARES TR
CORE S&P500 ETF
464287200
26
100
SH
OTR
100
0
0
ISHARES TR
CORE US AGGBD ET
464287226
13294
115231
SH
SOLE
115231
0
0
ISHARES TR
CORE US AGGBD ET
464287226
1010
8755
SH
OTR
8755
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
2678
78474
SH
SOLE
78474
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
461
13500
SH
OTR
13500
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
248
2010
SH
SOLE
2010
0
0
ISHARES TR
GLOBAL TECH ETF
464287291
244
1339
SH
SOLE
1339
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1092
6619
SH
SOLE
6619
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
538
4427
SH
SOLE
4427
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
748
8635
SH
SOLE
8635
0
0
ISHARES TR
MSCI EAFE ETF
464287465
4889
91449
SH
SOLE
91449
0
0
ISHARES TR
MSCI EAFE ETF
464287465
472
8826
SH
OTR
8826
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
937
7710
SH
SOLE
7710
0
0
ISHARES TR
RUS MID CAP ETF
464287499
1295
30005
SH
SOLE
30005
0
0
ISHARES TR
RUS MID CAP ETF
464287499
13
300
SH
OTR
300
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3173
22054
SH
SOLE
22054
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
935
6500
SH
OTR
6500
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
714
6625
SH
SOLE
6625
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
194
1800
SH
OTR
1800
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
291
1632
SH
SOLE
1632
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
794
5270
SH
SOLE
5270
0
0
ISHARES TR
RUS 1000 ETF
464287622
392
2772
SH
SOLE
2772
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
206
1300
SH
SOLE
1300
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
420
3668
SH
SOLE
3668
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
890
5999
SH
SOLE
5999
0
0
ISHARES TR
U.S. FIN SVC ETF
464287770
567
5525
SH
SOLE
5525
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
4183
74544
SH
SOLE
74544
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
281
5000
SH
OTR
5000
0
0
ISHARES TR
EUROPE ETF
464287861
472
13350
SH
SOLE
13350
0
0
ISHARES TR
S&P SML 600 GWT
464287887
327
2369
SH
SOLE
2369
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
636
28137
SH
SOLE
28137
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
126
2400
SH
SOLE
2400
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
105
2000
SH
OTR
2000
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
7531
56480
SH
SOLE
56480
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
877
6574
SH
OTR
6574
0
0
ISHARES TR
PFD AND INCM SEC
464288687
473
14845
SH
SOLE
14845
0
0
ISHARES TR
MICRO-CAP ETF
464288869
213
3175
SH
SOLE
3175
0
0
ISHARES TR
US TREAS BD ETF
46429B267
1034
36907
SH
SOLE
36907
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
1230
17190
SH
SOLE
17190
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
25
350
SH
OTR
350
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
248
2325
SH
SOLE
2325
0
0
ISHARES INC
MSCI JPN ETF NEW
46434G822
241
4875
SH
SOLE
4875
0
0
ISHARES TR
CORE INTL AGGR
46435G672
273
5000
SH
SOLE
5000
0
0
JPMORGAN CHASE & CO
COM
46625H100
912
10131
SH
SOLE
10131
0
0
JOHNSON & JOHNSON
COM
478160104
4730
36069
SH
SOLE
36069
0
0
JOHNSON & JOHNSON
COM
478160104
471
3590
SH
OTR
3590
0
0
KIMBERLY CLARK CORP
COM
494368103
278
2175
SH
SOLE
2175
0
0
LILLY ELI & CO
COM
532457108
2109
15205
SH
SOLE
15205
0
0
LOWES COS INC
COM
548661107
462
5364
SH
SOLE
5364
0
0
MANULIFE FINL CORP
COM
56501R106
127
10118
SH
SOLE
10118
0
0
MCDONALDS CORP
COM
580135101
466
2819
SH
SOLE
2819
0
0
MERCK & CO. INC
COM
58933Y105
360
4678
SH
SOLE
4678
0
0
MICROSOFT CORP
COM
594918104
5813
36856
SH
SOLE
36856
0
0
MICROSOFT CORP
COM
594918104
862
5465
SH
OTR
5465
0
0
MONDELEZ INTL INC
CL A
609207105
246
4910
SH
SOLE
4910
0
0
MONDELEZ INTL INC
CL A
609207105
10
209
SH
OTR
175
0
34
NESTLE S A
SPONSORED ADR
641069406
285
2773
SH
SOLE
2773
0
0
NEXTERA ENERGY INC
COM
65339F101
690
2866
SH
SOLE
2866
0
0
NORFOLK SOUTHERN CORP
COM
655844108
1529
10474
SH
SOLE
10474
0
0
NORFOLK SOUTHERN CORP
COM
655844108
369
2528
SH
OTR
905
0
1623
NOVARTIS A G
SPONSORED ADR
66987V109
315
3826
SH
SOLE
3826
0
0
PEPSICO INC
COM
713448108
1591
13246
SH
SOLE
13246
0
0
PEPSICO INC
COM
713448108
41
340
SH
OTR
340
0
0
PFIZER INC
COM
717081103
909
27840
SH
SOLE
27840
0
0
PFIZER INC
COM
717081103
174
5325
SH
OTR
5325
0
0
PHILIP MORRIS INTL INC
COM
718172109
253
3470
SH
SOLE
3470
0
0
PHILIP MORRIS INTL INC
COM
718172109
4
50
SH
OTR
0
0
50
PROCTER & GAMBLE CO
COM
742718109
4922
44745
SH
SOLE
44745
0
0
PROCTER & GAMBLE CO
COM
742718109
249
2260
SH
OTR
2260
0
0
PROSHARES TR
PSHS ULTRA QQQ
74347R206
594
6635
SH
OTR
6635
0
0
QUALCOMM INC
COM
747525103
266
3933
SH
SOLE
3933
0
0
RGC RES INC
COM
74955L103
1524
52678
SH
SOLE
52678
0
0
RAYTHEON CO
COM NEW
755111507
942
7181
SH
SOLE
7181
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
299
8580
SH
SOLE
8580
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
10
300
SH
OTR
300
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2137
8290
SH
SOLE
8290
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
24
94
SH
OTR
94
0
0
SCHLUMBERGER LTD
COM
806857108
174
12907
SH
SOLE
12907
0
0
SCHLUMBERGER LTD
COM
806857108
3
200
SH
OTR
200
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
201
2500
SH
SOLE
2500
0
0
SOUTHERN CO
COM
842587107
576
10639
SH
SOLE
10639
0
0
STANLEY BLACK & DECKER INC
COM
854502101
517
5174
SH
SOLE
5174
0
0
STANLEY BLACK & DECKER INC
COM
854502101
27
271
SH
OTR
271
0
0
STARBUCKS CORP
COM
855244109
307
4665
SH
SOLE
4665
0
0
SUMMIT FINL GROUP INC
COM
86606G101
4631
218337
SH
SOLE
218337
0
0
SUMMIT FINL GROUP INC
COM
86606G101
543
25578
SH
OTR
24500
0
1078
TARGET CORP
COM
87612E106
277
2980
SH
SOLE
2980
0
0
TEXAS INSTRS INC
COM
882508104
207
2067
SH
SOLE
2067
0
0
3M CO
COM
88579Y101
244
1786
SH
SOLE
1786
0
0
US BANCORP DEL
COM NEW
902973304
202
5877
SH
SOLE
5877
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1184
12553
SH
SOLE
12553
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
170
1799
SH
OTR
1799
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
169
677
SH
SOLE
677
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
50
200
SH
OTR
0
0
200
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3959
118732
SH
SOLE
118732
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
327
9797
SH
OTR
9797
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2328
56748
SH
SOLE
56748
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
229
5586
SH
OTR
5586
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2612
77846
SH
SOLE
77846
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
184
5479
SH
OTR
5479
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1649
30696
SH
SOLE
30696
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
15
286
SH
OTR
0
0
286
VISA INC
COM CL A
92826C839
558
3463
SH
SOLE
3463
0
0
WALMART INC
COM
931142103
398
3500
SH
SOLE
3500
0
0
WALMART INC
COM
931142103
6
50
SH
OTR
50
0
0
WASTE MGMT INC DEL
COM
94106L109
1306
14110
SH
SOLE
14110
0
0
WASTE MGMT INC DEL
COM
94106L109
231
2500
SH
OTR
2500
0
0
WELLS FARGO CO NEW
COM
949746101
335
11676
SH
SOLE
11676
0
0
WELLTOWER INC
COM
95040Q104
365
7978
SH
SOLE
7978
0
0