0001567619-19-019386.txt : 20191009 0001567619-19-019386.hdr.sgml : 20191009 20191009124106 ACCESSION NUMBER: 0001567619-19-019386 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191009 DATE AS OF CHANGE: 20191009 EFFECTIVENESS DATE: 20191009 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: 191144112 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 09-30-2019 09-30-2019 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 10-09-2019 0 223 196745 false
INFORMATION TABLE 2 form13fInfoTable.xml INGERSOLL-RAND PLC SHS G47791101 517 4200 SH SOLE 4200 0 0 MEDTRONIC PLC SHS G5960L103 371 3415 SH SOLE 3415 0 0 MEDTRONIC PLC SHS G5960L103 22 200 SH OTR 200 0 0 CHUBB LIMITED COM H1467J104 330 2043 SH SOLE 2043 0 0 AT&T INC COM 00206R102 1749 46220 SH SOLE 46220 0 0 AT&T INC COM 00206R102 258 6825 SH OTR 6412 0 413 ABBOTT LABS COM 002824100 631 7538 SH SOLE 7538 0 0 ABBOTT LABS COM 002824100 29 350 SH OTR 350 0 0 ABBVIE INC COM 00287Y109 712 9405 SH SOLE 9405 0 0 ABBVIE INC COM 00287Y109 15 200 SH OTR 200 0 0 ADOBE INC COM 00724F101 249 901 SH SOLE 901 0 0 AIR PRODS & CHEMS INC COM 009158106 987 4450 SH SOLE 4450 0 0 ALPHABET INC CAP STK CL A 02079K305 259 212 SH SOLE 212 0 0 ALTRIA GROUP INC COM 02209S103 243 5950 SH SOLE 5950 0 0 ALTRIA GROUP INC COM 02209S103 22 550 SH OTR 500 0 50 AMAZON COM INC COM 023135106 510 294 SH SOLE 294 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1162 12405 SH SOLE 12405 0 0 AMERICAN ELEC PWR CO INC COM 025537101 9 100 SH OTR 100 0 0 AMGEN INC COM 031162100 188 973 SH SOLE 973 0 0 AMGEN INC COM 031162100 19 100 SH OTR 100 0 0 APPLE INC COM 037833100 1702 7597 SH SOLE 7597 0 0 AUTODESK INC COM 052769106 886 6000 SH SOLE 6000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 620 3840 SH SOLE 3840 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 16 100 SH OTR 100 0 0 BP PLC SPONSORED ADR 055622104 296 7800 SH SOLE 7800 0 0 BP PLC SPONSORED ADR 055622104 19 500 SH OTR 500 0 0 BANK AMER CORP COM 060505104 156 5335 SH SOLE 5335 0 0 BANK AMER CORP COM 060505104 86 2959 SH OTR 2859 0 100 BAXTER INTL INC COM 071813109 962 11000 SH SOLE 11000 0 0 BECTON DICKINSON & CO COM 075887109 260 1028 SH SOLE 1028 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 690 3315 SH SOLE 3315 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26 124 SH OTR 0 0 124 BLACK HILLS CORP COM 092113109 675 8800 SH SOLE 8800 0 0 BOEING CO COM 097023105 444 1168 SH SOLE 1168 0 0 BOEING CO COM 097023105 19 50 SH OTR 0 0 50 BRISTOL MYERS SQUIBB CO COM 110122108 538 10603 SH SOLE 10603 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 5 100 SH OTR 100 0 0 CSX CORP COM 126408103 2681 38707 SH SOLE 38707 0 0 CSX CORP COM 126408103 226 3257 SH OTR 188 0 3069 CAPITAL ONE FINL CORP COM 14040H105 279 3065 SH SOLE 3065 0 0 CATERPILLAR INC DEL COM 149123101 491 3887 SH SOLE 3887 0 0 CHEVRON CORP NEW COM 166764100 829 6990 SH SOLE 6990 0 0 CHEVRON CORP NEW COM 166764100 12 100 SH OTR 100 0 0 CISCO SYS INC COM 17275R102 1658 33557 SH SOLE 33557 0 0 CISCO SYS INC COM 17275R102 32 652 SH OTR 652 0 0 COCA COLA CO COM 191216100 2688 49375 SH SOLE 49375 0 0 COCA COLA CO COM 191216100 147 2700 SH OTR 2700 0 0 COLGATE PALMOLIVE CO COM 194162103 828 11262 SH SOLE 11262 0 0 COLGATE PALMOLIVE CO COM 194162103 221 3000 SH OTR 3000 0 0 COMCAST CORP NEW CL A 20030N101 278 6172 SH SOLE 6172 0 0 COMCAST CORP NEW CL A 20030N101 46 1014 SH OTR 0 0 1014 CONOCOPHILLIPS COM 20825C104 247 4341 SH SOLE 4341 0 0 CONSOLIDATED EDISON INC COM 209115104 378 4000 SH SOLE 4000 0 0 CORTEVA INC COM 22052L104 332 11864 SH SOLE 11864 0 0 CORTEVA INC COM 22052L104 2 63 SH OTR 63 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 206 1482 SH SOLE 1482 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 33 237 SH OTR 237 0 0 DARDEN RESTAURANTS INC COM 237194105 359 3040 SH SOLE 3040 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 204 3546 SH SOLE 3546 0 0 DISNEY WALT CO COM DISNEY 254687106 2432 18665 SH SOLE 18665 0 0 DOLLAR GEN CORP NEW COM 256677105 238 1500 SH SOLE 1500 0 0 DOMINION ENERGY INC COM 25746U109 569 7019 SH SOLE 7019 0 0 DOMINION ENERGY INC COM 25746U109 5 62 SH OTR 62 0 0 DOW INC COM 260557103 287 6018 SH SOLE 6018 0 0 DOW INC COM 260557103 3 63 SH OTR 63 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 642 6694 SH SOLE 6694 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 21 220 SH OTR 220 0 0 DUPONT DE NEMOURS INC COM 26614N102 846 11864 SH SOLE 11864 0 0 DUPONT DE NEMOURS INC COM 26614N102 4 63 SH OTR 63 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 1443 6560 SH SOLE 6560 0 0 EMERSON ELEC CO COM 291011104 1212 18127 SH SOLE 18127 0 0 EMERSON ELEC CO COM 291011104 140 2100 SH OTR 2100 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 292 10200 SH SOLE 10200 0 0 EXXON MOBIL CORP COM 30231G102 2899 41061 SH SOLE 41061 0 0 EXXON MOBIL CORP COM 30231G102 444 6285 SH OTR 6197 0 88 FEDERATED INVS INC PA CL B 314211103 324 10000 SH SOLE 10000 0 0 FIRST CMNTY BANKSHARES INC V COM 31983A103 1349 41665 SH SOLE 41665 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 691 5135 SH SOLE 5135 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 871 13120 SH SOLE 13120 0 0 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 531 26900 SH SOLE 26900 0 0 FISERV INC COM 337738108 2149 20743 SH SOLE 20743 0 0 GENERAL DYNAMICS CORP COM 369550108 963 5268 SH SOLE 5268 0 0 GENERAL ELECTRIC CO COM 369604103 186 20860 SH SOLE 20860 0 0 GENERAL ELECTRIC CO COM 369604103 23 2625 SH OTR 225 0 2400 GENERAL MLS INC COM 370334104 460 8350 SH SOLE 8350 0 0 HERSHEY CO COM 427866108 1011 6525 SH SOLE 6525 0 0 HOME DEPOT INC COM 437076102 2105 9071 SH SOLE 9071 0 0 HOME DEPOT INC COM 437076102 82 355 SH OTR 255 0 100 HONEYWELL INTL INC COM 438516106 1180 6974 SH SOLE 6974 0 0 INTEL CORP COM 458140100 1980 38430 SH SOLE 38430 0 0 INTEL CORP COM 458140100 26 500 SH OTR 500 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 790 8560 SH SOLE 8560 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 795 5465 SH SOLE 5465 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 576 3960 SH OTR 200 0 3760 INVESCO QQQ TR UNIT SER 1 46090E103 2889 15303 SH SOLE 15303 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3488 32277 SH SOLE 32277 0 0 ISHARES INC EM MKTS DIV ETF 464286319 277 7414 SH SOLE 7414 0 0 ISHARES TR S&P 100 ETF 464287101 637 4844 SH SOLE 4844 0 0 ISHARES TR CORE S&P TTL STK 464287150 256 3820 SH SOLE 3820 0 0 ISHARES TR SELECT DIVID ETF 464287168 2352 23067 SH SOLE 23067 0 0 ISHARES TR SELECT DIVID ETF 464287168 423 4150 SH OTR 4150 0 0 ISHARES TR TIPS BD ETF 464287176 351 3022 SH SOLE 3022 0 0 ISHARES TR CORE S&P500 ETF 464287200 3312 11095 SH SOLE 11095 0 0 ISHARES TR CORE S&P500 ETF 464287200 30 100 SH OTR 100 0 0 ISHARES TR CORE US AGGBD ET 464287226 12968 114590 SH SOLE 114590 0 0 ISHARES TR CORE US AGGBD ET 464287226 991 8755 SH OTR 8755 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3210 78548 SH SOLE 78548 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 552 13500 SH OTR 13500 0 0 ISHARES TR IBOXX INV CP ETF 464287242 272 2135 SH SOLE 2135 0 0 ISHARES TR GLOBAL TECH ETF 464287291 248 1339 SH SOLE 1339 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1233 6851 SH SOLE 6851 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 624 5552 SH SOLE 5552 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 615 7245 SH SOLE 7245 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 85 1000 SH OTR 1000 0 0 ISHARES TR MSCI EAFE ETF 464287465 6069 93074 SH SOLE 93074 0 0 ISHARES TR MSCI EAFE ETF 464287465 576 8826 SH OTR 8826 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1090 7710 SH SOLE 7710 0 0 ISHARES TR RUS MID CAP ETF 464287499 1720 30738 SH SOLE 30738 0 0 ISHARES TR RUS MID CAP ETF 464287499 17 300 SH OTR 300 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4452 23042 SH SOLE 23042 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1318 6823 SH OTR 6823 0 0 ISHARES TR NASDAQ BIOTECH 464287556 694 6970 SH SOLE 6970 0 0 ISHARES TR NASDAQ BIOTECH 464287556 179 1800 SH OTR 1800 0 0 ISHARES TR GLOBAL 100 ETF 464287572 195 3950 SH SOLE 3950 0 0 ISHARES TR GLOBAL 100 ETF 464287572 10 200 SH OTR 200 0 0 ISHARES TR S&P MC 400GR ETF 464287606 368 1644 SH SOLE 1644 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 841 5270 SH SOLE 5270 0 0 ISHARES TR RUS 1000 ETF 464287622 456 2772 SH SOLE 2772 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 251 1300 SH SOLE 1300 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 555 3668 SH SOLE 3668 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 1042 5999 SH SOLE 5999 0 0 ISHARES TR U.S. REAL ES ETF 464287739 234 2500 SH SOLE 2500 0 0 ISHARES TR U.S. REAL ES ETF 464287739 23 250 SH OTR 250 0 0 ISHARES TR US INDUSTRIALS 464287754 16 100 SH SOLE 100 0 0 ISHARES TR US INDUSTRIALS 464287754 238 1500 SH OTR 1500 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 754 5525 SH SOLE 5525 0 0 ISHARES TR CORE S&P SCP ETF 464287804 5676 72925 SH SOLE 72925 0 0 ISHARES TR CORE S&P SCP ETF 464287804 496 6371 SH OTR 6371 0 0 ISHARES TR EUROPE ETF 464287861 578 13350 SH SOLE 13350 0 0 ISHARES TR S&P SML 600 GWT 464287887 431 2418 SH SOLE 2418 0 0 ISHARES TR INTL SEL DIV ETF 464288448 833 27082 SH SOLE 27082 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 7005 55248 SH SOLE 55248 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 963 7596 SH OTR 7596 0 0 ISHARES TR U.S. MED DVC ETF 464288810 210 850 SH SOLE 850 0 0 ISHARES TR MICRO-CAP ETF 464288869 317 3600 SH SOLE 3600 0 0 ISHARES TR US TREAS BD ETF 46429B267 972 36907 SH SOLE 36907 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1607 17065 SH SOLE 17065 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 33 350 SH OTR 350 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 277 2325 SH SOLE 2325 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 277 4875 SH SOLE 4875 0 0 ISHARES TR CORE INTL AGGR 46435G672 418 7500 SH SOLE 7500 0 0 JPMORGAN CHASE & CO COM 46625H100 1226 10414 SH SOLE 10414 0 0 JOHNSON & JOHNSON COM 478160104 4689 36245 SH SOLE 36245 0 0 JOHNSON & JOHNSON COM 478160104 464 3590 SH OTR 3590 0 0 KIMBERLY CLARK CORP COM 494368103 309 2175 SH SOLE 2175 0 0 LILLY ELI & CO COM 532457108 1700 15205 SH SOLE 15205 0 0 LOWES COS INC COM 548661107 590 5364 SH SOLE 5364 0 0 MANULIFE FINL CORP COM 56501R106 233 12674 SH SOLE 12674 0 0 MCDONALDS CORP COM 580135101 627 2919 SH SOLE 2919 0 0 MERCK & CO INC COM 58933Y105 319 3793 SH SOLE 3793 0 0 MICROSOFT CORP COM 594918104 5150 37042 SH SOLE 37042 0 0 MICROSOFT CORP COM 594918104 775 5575 SH OTR 5575 0 0 MONDELEZ INTL INC CL A 609207105 285 5160 SH SOLE 5160 0 0 MONDELEZ INTL INC CL A 609207105 13 234 SH OTR 200 0 34 NESTLE S A SPONSORED ADR 641069406 308 2837 SH SOLE 2837 0 0 NEXTERA ENERGY INC COM 65339F101 668 2866 SH SOLE 2866 0 0 NORFOLK SOUTHERN CORP COM 655844108 2637 14675 SH SOLE 14675 0 0 NORFOLK SOUTHERN CORP COM 655844108 454 2528 SH OTR 905 0 1623 NOVARTIS A G SPONSORED ADR 66987V109 332 3826 SH SOLE 3826 0 0 ORACLE CORP COM 68389X105 246 4470 SH SOLE 4470 0 0 PEPSICO INC COM 713448108 1765 12872 SH SOLE 12872 0 0 PEPSICO INC COM 713448108 48 350 SH OTR 350 0 0 PFIZER INC COM 717081103 1024 28492 SH SOLE 28492 0 0 PFIZER INC COM 717081103 192 5350 SH OTR 5350 0 0 PHILIP MORRIS INTL INC COM 718172109 263 3470 SH SOLE 3470 0 0 PHILIP MORRIS INTL INC COM 718172109 4 50 SH OTR 0 0 50 PROCTER & GAMBLE CO COM 742718109 5610 45105 SH SOLE 45105 0 0 PROCTER & GAMBLE CO COM 742718109 282 2270 SH OTR 2270 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 710 7335 SH OTR 7335 0 0 QUALCOMM INC COM 747525103 306 4013 SH SOLE 4013 0 0 RGC RES INC COM 74955L103 1568 53640 SH SOLE 53640 0 0 RAYTHEON CO COM NEW 755111507 1409 7181 SH SOLE 7181 0 0 REALTY INCOME CORP COM 756109104 130 1700 SH SOLE 1700 0 0 REALTY INCOME CORP COM 756109104 115 1500 SH OTR 1500 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 482 8190 SH SOLE 8190 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 18 300 SH OTR 300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2456 8275 SH SOLE 8275 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 28 94 SH OTR 94 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 696 13265 SH SOLE 13265 0 0 SCHLUMBERGER LTD COM 806857108 449 13127 SH SOLE 13127 0 0 SCHLUMBERGER LTD COM 806857108 62 1800 SH OTR 1800 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 221 2750 SH SOLE 2750 0 0 SOUTHERN CO COM 842587107 686 11104 SH SOLE 11104 0 0 STANLEY BLACK & DECKER INC COM 854502101 747 5174 SH SOLE 5174 0 0 STANLEY BLACK & DECKER INC COM 854502101 44 304 SH OTR 304 0 0 STARBUCKS CORP COM 855244109 412 4665 SH SOLE 4665 0 0 SUMMIT FINANCIAL GROUP INC COM 86606G101 2003 78259 SH SOLE 78259 0 0 SUMMIT FINANCIAL GROUP INC COM 86606G101 655 25578 SH OTR 24500 0 1078 SYSCO CORP COM 871829107 335 4224 SH SOLE 4224 0 0 TARGET CORP COM 87612E106 319 2980 SH SOLE 2980 0 0 TEXAS INSTRS INC COM 882508104 267 2067 SH SOLE 2067 0 0 3M CO COM 88579Y101 294 1786 SH SOLE 1786 0 0 US BANCORP DEL COM NEW 902973304 330 5957 SH SOLE 5957 0 0 UNION PACIFIC CORP COM 907818108 224 1380 SH SOLE 1380 0 0 UNITED TECHNOLOGIES CORP COM 913017109 1721 12609 SH SOLE 12609 0 0 UNITED TECHNOLOGIES CORP COM 913017109 246 1799 SH OTR 1799 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4936 120144 SH SOLE 120144 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 443 10790 SH OTR 10790 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2877 57665 SH SOLE 57665 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 338 6769 SH OTR 6769 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3038 75448 SH SOLE 75448 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 302 7502 SH OTR 7502 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1858 30778 SH SOLE 30778 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 17 286 SH OTR 0 0 286 VISA INC COM CL A 92826C839 596 3463 SH SOLE 3463 0 0 VISA INC COM CL A 92826C839 0 0 SH OTR 0 0 0 WALMART INC COM 931142103 392 3300 SH SOLE 3300 0 0 WALMART INC COM 931142103 6 50 SH OTR 50 0 0 WASTE MGMT INC DEL COM 94106L109 1652 14365 SH SOLE 14365 0 0 WASTE MGMT INC DEL COM 94106L109 288 2500 SH OTR 2500 0 0 WELLS FARGO CO NEW COM 949746101 628 12446 SH SOLE 12446 0 0 WELLTOWER INC COM 95040Q104 773 8528 SH SOLE 8528 0 0 WELLTOWER INC COM 95040Q104 23 250 SH OTR 250 0 0