0001567619-20-012901.txt : 20200706
0001567619-20-012901.hdr.sgml : 20200706
20200706101455
ACCESSION NUMBER: 0001567619-20-012901
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200706
DATE AS OF CHANGE: 20200706
EFFECTIVENESS DATE: 20200706
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: 201012406
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
06-30-2020
06-30-2020
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
07-03-2020
0
209
192150
false
INFORMATION TABLE
2
form13fInfoTable.xml
MEDTRONIC PLC
SHS
G5960L103
313
3415
SH
SOLE
3415
0
0
MEDTRONIC PLC
SHS
G5960L103
16
175
SH
OTR
175
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
374
4200
SH
SOLE
4200
0
0
CHUBB LIMITED
COM
H1467J104
259
2043
SH
SOLE
2043
0
0
ALPS ETF TR
MED BREAKTHGH
00162Q593
347
8300
SH
SOLE
8300
0
0
AT&T INC
COM
00206R102
1421
47005
SH
SOLE
47005
0
0
AT&T INC
COM
00206R102
187
6178
SH
OTR
5765
0
413
ABBOTT LABS
COM
002824100
728
7958
SH
SOLE
7958
0
0
ABBOTT LABS
COM
002824100
14
150
SH
OTR
150
0
0
ABBVIE INC
COM
00287Y109
919
9365
SH
SOLE
9365
0
0
ABBVIE INC
COM
00287Y109
20
200
SH
OTR
200
0
0
ADOBE INC
COM
00724F101
370
851
SH
SOLE
851
0
0
AIR PRODS & CHEMS INC
COM
009158106
1074
4450
SH
SOLE
4450
0
0
ALPHABET INC
CAP STK CL A
02079K305
301
212
SH
SOLE
212
0
0
ALTRIA GROUP INC
COM
02209S103
214
5450
SH
SOLE
5450
0
0
ALTRIA GROUP INC
COM
02209S103
2
50
SH
OTR
0
0
50
AMAZON COM INC
COM
023135106
825
299
SH
SOLE
299
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
1004
12603
SH
SOLE
12603
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
8
100
SH
OTR
100
0
0
AMGEN INC
COM
031162100
206
873
SH
SOLE
873
0
0
AMGEN INC
COM
031162100
24
100
SH
OTR
100
0
0
ANTHEM INC
COM
036752103
202
770
SH
SOLE
770
0
0
APPLE INC
COM
037833100
2771
7597
SH
SOLE
7597
0
0
AUTODESK INC
COM
052769106
1435
6000
SH
SOLE
6000
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
527
3540
SH
SOLE
3540
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
15
100
SH
OTR
100
0
0
BAXTER INTL INC
COM
071813109
814
9455
SH
SOLE
9455
0
0
BECTON DICKINSON & CO
COM
075887109
245
1026
SH
SOLE
1026
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
561
3140
SH
SOLE
3140
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
22
124
SH
OTR
0
0
124
BLACK HILLS CORP
COM
092113109
453
8000
SH
SOLE
8000
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
491
8350
SH
SOLE
8350
0
0
CSX CORP
COM
126408103
2685
38507
SH
SOLE
38507
0
0
CSX CORP
COM
126408103
227
3257
SH
OTR
188
0
3069
CARRIER GLOBAL CORPORATION
COM
14448C104
181
8138
SH
SOLE
8138
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
37
1646
SH
OTR
1646
0
0
CATERPILLAR INC DEL
COM
149123101
487
3852
SH
SOLE
3852
0
0
CHEVRON CORP NEW
COM
166764100
647
7250
SH
SOLE
7250
0
0
CHEVRON CORP NEW
COM
166764100
9
100
SH
OTR
100
0
0
CISCO SYS INC
COM
17275R102
1572
33696
SH
SOLE
33696
0
0
CISCO SYS INC
COM
17275R102
14
300
SH
OTR
300
0
0
COCA COLA CO
COM
191216100
2294
51342
SH
SOLE
51342
0
0
COCA COLA CO
COM
191216100
120
2690
SH
OTR
2690
0
0
COLGATE PALMOLIVE CO
COM
194162103
774
10566
SH
SOLE
10566
0
0
COLGATE PALMOLIVE CO
COM
194162103
220
3000
SH
OTR
3000
0
0
COMCAST CORP NEW
CL A
20030N101
219
5630
SH
SOLE
5630
0
0
COMCAST CORP NEW
CL A
20030N101
40
1014
SH
OTR
0
0
1014
CROWN CASTLE INTL CORP NEW
COM
22822V101
248
1482
SH
SOLE
1482
0
0
DARDEN RESTAURANTS INC
COM
237194105
228
3009
SH
SOLE
3009
0
0
DISNEY WALT CO
COM DISNEY
254687106
2121
19025
SH
SOLE
19025
0
0
DOLLAR GEN CORP NEW
COM
256677105
286
1500
SH
SOLE
1500
0
0
DOMINION ENERGY INC
COM
25746U109
530
6525
SH
SOLE
6525
0
0
DOMINION ENERGY INC
COM
25746U109
5
62
SH
OTR
62
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
565
7075
SH
SOLE
7075
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
15
187
SH
OTR
187
0
0
DUPONT DE NEMOURS INC
COM
26614N102
518
9744
SH
SOLE
9744
0
0
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
337
6881
SH
SOLE
6881
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
1360
19680
SH
SOLE
19680
0
0
EMERSON ELEC CO
COM
291011104
1124
18125
SH
SOLE
18125
0
0
EMERSON ELEC CO
COM
291011104
130
2100
SH
OTR
2100
0
0
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
653
15011
SH
SOLE
15011
0
0
EXXON MOBIL CORP
COM
30231G102
1835
41041
SH
SOLE
41041
0
0
EXXON MOBIL CORP
COM
30231G102
281
6285
SH
OTR
6197
0
88
FIRST CMNTY BANKSHARES INC V
COM
31983A103
1000
44556
SH
SOLE
44556
0
0
FIRST TR NASDAQ-100 TECH IND
DJ INTERNT IDX
33733E302
942
5525
SH
SOLE
5525
0
0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
749
22670
SH
SOLE
22670
0
0
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
1048
13120
SH
SOLE
13120
0
0
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
470
25493
SH
SOLE
25493
0
0
FISERV INC
COM
337738108
1836
18807
SH
SOLE
18807
0
0
GENERAL DYNAMICS CORP
COM
369550108
783
5242
SH
SOLE
5242
0
0
GENERAL ELECTRIC CO
COM
369604103
138
20148
SH
SOLE
20148
0
0
GENERAL ELECTRIC CO
COM
369604103
16
2400
SH
OTR
0
0
2400
GENERAL MLS INC
COM
370334104
507
8222
SH
SOLE
8222
0
0
HERSHEY CO
COM
427866108
846
6525
SH
SOLE
6525
0
0
HOME DEPOT INC
COM
437076102
2212
8828
SH
SOLE
8828
0
0
HOME DEPOT INC
COM
437076102
60
240
SH
OTR
140
0
100
HONEYWELL INTL INC
COM
438516106
957
6619
SH
SOLE
6619
0
0
INTEL CORP
COM
458140100
2329
38935
SH
SOLE
38935
0
0
INTEL CORP
COM
458140100
24
400
SH
OTR
400
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
784
8560
SH
SOLE
8560
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
616
5097
SH
SOLE
5097
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
478
3960
SH
OTR
200
0
3760
INVESCO QQQ TR
UNIT SER 1
46090E103
3814
15405
SH
SOLE
15405
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
3597
35347
SH
SOLE
35347
0
0
ISHARES INC
EM MKTS DIV ETF
464286319
232
7414
SH
SOLE
7414
0
0
ISHARES TR
S&P 100 ETF
464287101
555
3899
SH
SOLE
3899
0
0
ISHARES TR
CORE S&P TTL STK
464287150
265
3820
SH
SOLE
3820
0
0
ISHARES TR
SELECT DIVID ETF
464287168
2067
25610
SH
SOLE
25610
0
0
ISHARES TR
SELECT DIVID ETF
464287168
335
4150
SH
OTR
4150
0
0
ISHARES TR
TIPS BD ETF
464287176
282
2296
SH
SOLE
2296
0
0
ISHARES TR
CORE S&P500 ETF
464287200
3441
11111
SH
SOLE
11111
0
0
ISHARES TR
CORE US AGGBD ET
464287226
13644
115422
SH
SOLE
115422
0
0
ISHARES TR
CORE US AGGBD ET
464287226
1035
8755
SH
OTR
8755
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
3068
76726
SH
SOLE
76726
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
441
11020
SH
OTR
11020
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
237
1765
SH
SOLE
1765
0
0
ISHARES TR
GLOBAL TECH ETF
464287291
315
1339
SH
SOLE
1339
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1373
6619
SH
SOLE
6619
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
212
3084
SH
SOLE
3084
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
538
4412
SH
SOLE
4412
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
1430
16514
SH
SOLE
16514
0
0
ISHARES TR
MSCI EAFE ETF
464287465
4183
68717
SH
SOLE
68717
0
0
ISHARES TR
MSCI EAFE ETF
464287465
453
7441
SH
OTR
7441
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
1219
7710
SH
SOLE
7710
0
0
ISHARES TR
RUS MID CAP ETF
464287499
1637
30550
SH
SOLE
30550
0
0
ISHARES TR
RUS MID CAP ETF
464287499
16
300
SH
OTR
300
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3840
21595
SH
SOLE
21595
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1156
6500
SH
OTR
6500
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
925
6770
SH
SOLE
6770
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
246
1800
SH
OTR
1800
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
207
3930
SH
SOLE
3930
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
11
200
SH
OTR
200
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
353
1577
SH
SOLE
1577
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1031
5370
SH
SOLE
5370
0
0
ISHARES TR
RUS 1000 ETF
464287622
476
2772
SH
SOLE
2772
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
269
1300
SH
SOLE
1300
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
557
3889
SH
SOLE
3889
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
1046
5809
SH
SOLE
5809
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
210
2670
SH
SOLE
2670
0
0
ISHARES TR
US INDUSTRIALS
464287754
15
100
SH
SOLE
100
0
0
ISHARES TR
US INDUSTRIALS
464287754
226
1500
SH
OTR
1500
0
0
ISHARES TR
U.S. FIN SVC ETF
464287770
660
5525
SH
SOLE
5525
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
5050
73948
SH
SOLE
73948
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
341
5000
SH
OTR
5000
0
0
ISHARES TR
S&P SML 600 GWT
464287887
385
2269
SH
SOLE
2269
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
683
27197
SH
SOLE
27197
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
750
13700
SH
SOLE
13700
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
109
2000
SH
OTR
2000
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
7456
55778
SH
SOLE
55778
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
879
6574
SH
OTR
6574
0
0
ISHARES TR
PFD AND INCM SEC
464288687
986
28462
SH
SOLE
28462
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
225
850
SH
SOLE
850
0
0
ISHARES TR
MICRO-CAP ETF
464288869
277
3175
SH
SOLE
3175
0
0
ISHARES TR
US TREAS BD ETF
46429B267
958
34217
SH
SOLE
34217
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
1402
17276
SH
SOLE
17276
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
8
100
SH
OTR
100
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
305
2325
SH
SOLE
2325
0
0
ISHARES INC
MSCI JPN ETF NEW
46434G822
268
4875
SH
SOLE
4875
0
0
ISHARES TR
CORE INTL AGGR
46435G672
278
5000
SH
SOLE
5000
0
0
JPMORGAN CHASE & CO
COM
46625H100
953
10131
SH
SOLE
10131
0
0
JOHNSON & JOHNSON
COM
478160104
5109
36329
SH
SOLE
36329
0
0
JOHNSON & JOHNSON
COM
478160104
491
3490
SH
OTR
3490
0
0
KIMBERLY CLARK CORP
COM
494368103
279
1975
SH
SOLE
1975
0
0
LILLY ELI & CO
COM
532457108
2464
15005
SH
SOLE
15005
0
0
LOWES COS INC
COM
548661107
698
5164
SH
SOLE
5164
0
0
MANULIFE FINL CORP
COM
56501R106
138
10118
SH
SOLE
10118
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
214
723
SH
SOLE
723
0
0
MCDONALDS CORP
COM
580135101
534
2897
SH
SOLE
2897
0
0
MERCK & CO. INC
COM
58933Y105
383
4958
SH
SOLE
4958
0
0
MICROSOFT CORP
COM
594918104
7335
36041
SH
SOLE
36041
0
0
MICROSOFT CORP
COM
594918104
1112
5465
SH
OTR
5465
0
0
MONDELEZ INTL INC
CL A
609207105
251
4910
SH
SOLE
4910
0
0
MONDELEZ INTL INC
CL A
609207105
11
209
SH
OTR
175
0
34
NESTLE S A
SPONSORED ADR
641069406
307
2773
SH
SOLE
2773
0
0
NEXTERA ENERGY INC
COM
65339F101
688
2866
SH
SOLE
2866
0
0
NORFOLK SOUTHERN CORP
COM
655844108
1838
10467
SH
SOLE
10467
0
0
NORFOLK SOUTHERN CORP
COM
655844108
409
2328
SH
OTR
705
0
1623
NOVARTIS AG
SPONSORED ADR
66987V109
334
3826
SH
SOLE
3826
0
0
ORACLE CORP
COM
68389X105
222
4025
SH
SOLE
4025
0
0
OTIS WORLDWIDE CORP
COM
68902V107
234
4123
SH
SOLE
4123
0
0
OTIS WORLDWIDE CORP
COM
68902V107
47
823
SH
OTR
823
0
0
PEPSICO INC
COM
713448108
1756
13276
SH
SOLE
13276
0
0
PEPSICO INC
COM
713448108
45
340
SH
OTR
340
0
0
PFIZER INC
COM
717081103
965
29518
SH
SOLE
29518
0
0
PFIZER INC
COM
717081103
174
5325
SH
OTR
5325
0
0
PHILIP MORRIS INTL INC
COM
718172109
273
3900
SH
SOLE
3900
0
0
PHILIP MORRIS INTL INC
COM
718172109
4
50
SH
OTR
0
0
50
PROCTER AND GAMBLE CO
COM
742718109
5391
45085
SH
SOLE
45085
0
0
PROCTER AND GAMBLE CO
COM
742718109
258
2160
SH
OTR
2160
0
0
PROSHARES TR
PSHS ULTRA QQQ
74347R206
980
6635
SH
OTR
6635
0
0
QUALCOMM INC
COM
747525103
496
5433
SH
SOLE
5433
0
0
RGC RES INC
COM
74955L103
1273
52678
SH
SOLE
52678
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1808
29343
SH
SOLE
29343
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
101
1646
SH
OTR
1646
0
0
RENAISSANCE CAP GREENWICH FD
IPO ETF
759937204
524
12950
SH
SOLE
12950
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
277
8480
SH
SOLE
8480
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2735
8868
SH
SOLE
8868
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
29
94
SH
OTR
94
0
0
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
275
4539
SH
SOLE
4539
0
0
SCHLUMBERGER LTD
COM
806857108
237
12907
SH
SOLE
12907
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
261
2500
SH
SOLE
2500
0
0
SOUTHERN CO
COM
842587107
547
10548
SH
SOLE
10548
0
0
STANLEY BLACK & DECKER INC
COM
854502101
296
2127
SH
SOLE
2127
0
0
STANLEY BLACK & DECKER INC
COM
854502101
14
101
SH
OTR
101
0
0
STARBUCKS CORP
COM
855244109
381
5175
SH
SOLE
5175
0
0
SUMMIT FINL GROUP INC
COM
86606G101
3598
218337
SH
SOLE
218337
0
0
SUMMIT FINL GROUP INC
COM
86606G101
422
25578
SH
OTR
24500
0
1078
SYSCO CORP
COM
871829107
221
4041
SH
SOLE
4041
0
0
TARGET CORP
COM
87612E106
357
2980
SH
SOLE
2980
0
0
TEXAS INSTRS INC
COM
882508104
262
2067
SH
SOLE
2067
0
0
3M CO
COM
88579Y101
279
1786
SH
SOLE
1786
0
0
US BANCORP DEL
COM NEW
902973304
216
5877
SH
SOLE
5877
0
0
UNION PAC CORP
COM
907818108
233
1380
SH
SOLE
1380
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
200
677
SH
SOLE
677
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
59
200
SH
OTR
0
0
200
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
4014
103475
SH
SOLE
103475
0
0
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
318
8207
SH
OTR
8207
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2439
51239
SH
SOLE
51239
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
266
5586
SH
OTR
5586
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2952
74536
SH
SOLE
74536
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
217
5479
SH
OTR
5479
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1667
30237
SH
SOLE
30237
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
16
286
SH
OTR
0
0
286
VISA INC
COM CL A
92826C839
669
3463
SH
SOLE
3463
0
0
WALMART INC
COM
931142103
419
3500
SH
SOLE
3500
0
0
WASTE MGMT INC DEL
COM
94106L109
1514
14298
SH
SOLE
14298
0
0
WASTE MGMT INC DEL
COM
94106L109
265
2500
SH
OTR
2500
0
0
WELLS FARGO CO NEW
COM
949746101
299
11675
SH
SOLE
11675
0
0
WELLTOWER INC
COM
95040Q104
401
7750
SH
SOLE
7750
0
0