0001567619-20-000447.txt : 20200106
0001567619-20-000447.hdr.sgml : 20200106
20200106104413
ACCESSION NUMBER: 0001567619-20-000447
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200106
DATE AS OF CHANGE: 20200106
EFFECTIVENESS DATE: 20200106
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: 20508457
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
12-31-2019
12-31-2019
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
01-06-2020
0
222
208660
false
INFORMATION TABLE
2
form13fInfoTable.xml
INGERSOLL-RAND PLC
SHS
G47791101
558
4200
SH
SOLE
4200
0
0
MEDTRONIC PLC
SHS
G5960L103
387
3415
SH
SOLE
3415
0
0
MEDTRONIC PLC
SHS
G5960L103
20
175
SH
OTR
175
0
0
CHUBB LIMITED
COM
H1467J104
318
2043
SH
SOLE
2043
0
0
AT&T INC
COM
00206R102
1818
46511
SH
SOLE
46511
0
0
AT&T INC
COM
00206R102
267
6825
SH
OTR
6412
0
413
ABBOTT LABS
COM
002824100
655
7538
SH
SOLE
7538
0
0
ABBOTT LABS
COM
002824100
30
350
SH
OTR
350
0
0
ABBVIE INC
COM
00287Y109
833
9405
SH
SOLE
9405
0
0
ABBVIE INC
COM
00287Y109
18
200
SH
OTR
200
0
0
ADOBE INC
COM
00724F101
297
901
SH
SOLE
901
0
0
AIR PRODS & CHEMS INC
COM
009158106
1046
4450
SH
SOLE
4450
0
0
ALPHABET INC
CAP STK CL A
02079K305
284
212
SH
SOLE
212
0
0
ALTRIA GROUP INC
COM
02209S103
297
5950
SH
SOLE
5950
0
0
ALTRIA GROUP INC
COM
02209S103
27
550
SH
OTR
500
0
50
AMAZON COM INC
COM
023135106
516
279
SH
SOLE
279
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
1191
12603
SH
SOLE
12603
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
9
100
SH
OTR
100
0
0
AMGEN INC
COM
031162100
201
833
SH
SOLE
833
0
0
AMGEN INC
COM
031162100
24
100
SH
OTR
100
0
0
ANTHEM INC
COM
036752103
236
783
SH
SOLE
783
0
0
APPLE INC
COM
037833100
2231
7597
SH
SOLE
7597
0
0
AUTODESK INC
COM
052769106
1101
6000
SH
SOLE
6000
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
612
3590
SH
SOLE
3590
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
17
100
SH
OTR
100
0
0
BP PLC
SPONSORED ADR
055622104
302
8000
SH
SOLE
8000
0
0
BP PLC
SPONSORED ADR
055622104
19
500
SH
OTR
500
0
0
BANK AMER CORP
COM
060505104
188
5335
SH
SOLE
5335
0
0
BANK AMER CORP
COM
060505104
104
2959
SH
OTR
2859
0
100
BAXTER INTL INC
COM
071813109
791
9455
SH
SOLE
9455
0
0
BECTON DICKINSON & CO
COM
075887109
280
1028
SH
SOLE
1028
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
711
3140
SH
SOLE
3140
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
28
124
SH
OTR
0
0
124
BLACK HILLS CORP
COM
092113109
691
8800
SH
SOLE
8800
0
0
BOEING CO
COM
097023105
377
1158
SH
SOLE
1158
0
0
BOEING CO
COM
097023105
16
50
SH
OTR
0
0
50
BRISTOL MYERS SQUIBB CO
COM
110122108
613
9550
SH
SOLE
9550
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
6
100
SH
OTR
100
0
0
CSX CORP
COM
126408103
2792
38582
SH
SOLE
38582
0
0
CSX CORP
COM
126408103
236
3257
SH
OTR
188
0
3069
CAPITAL ONE FINL CORP
COM
14040H105
315
3065
SH
SOLE
3065
0
0
CATERPILLAR INC DEL
COM
149123101
574
3887
SH
SOLE
3887
0
0
CHEVRON CORP NEW
COM
166764100
827
6860
SH
SOLE
6860
0
0
CHEVRON CORP NEW
COM
166764100
12
100
SH
OTR
100
0
0
CISCO SYS INC
COM
17275R102
1593
33217
SH
SOLE
33217
0
0
CISCO SYS INC
COM
17275R102
31
652
SH
OTR
652
0
0
COCA COLA CO
COM
191216100
2712
49000
SH
SOLE
49000
0
0
COCA COLA CO
COM
191216100
149
2690
SH
OTR
2690
0
0
COLGATE PALMOLIVE CO
COM
194162103
762
11062
SH
SOLE
11062
0
0
COLGATE PALMOLIVE CO
COM
194162103
207
3000
SH
OTR
3000
0
0
COMCAST CORP NEW
CL A
20030N101
265
5898
SH
SOLE
5898
0
0
COMCAST CORP NEW
CL A
20030N101
46
1014
SH
OTR
0
0
1014
CONOCOPHILLIPS
COM
20825C104
273
4191
SH
SOLE
4191
0
0
CORTEVA INC
COM
22052L104
341
11550
SH
SOLE
11550
0
0
CORTEVA INC
COM
22052L104
1
21
SH
OTR
21
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
211
1482
SH
SOLE
1482
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
34
237
SH
OTR
237
0
0
DARDEN RESTAURANTS INC
COM
237194105
331
3040
SH
SOLE
3040
0
0
DISNEY WALT CO
COM DISNEY
254687106
2700
18665
SH
SOLE
18665
0
0
DOLLAR GEN CORP NEW
COM
256677105
234
1500
SH
SOLE
1500
0
0
DOMINION ENERGY INC
COM
25746U109
546
6595
SH
SOLE
6595
0
0
DOMINION ENERGY INC
COM
25746U109
5
62
SH
OTR
62
0
0
DOW INC
COM
260557103
300
5477
SH
SOLE
5477
0
0
DOW INC
COM
260557103
1
21
SH
OTR
21
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
688
7547
SH
SOLE
7547
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
20
220
SH
OTR
220
0
0
DUPONT DE NEMOURS INC
COM
26614N102
743
11566
SH
SOLE
11566
0
0
DUPONT DE NEMOURS INC
COM
26614N102
1
21
SH
OTR
21
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
1530
6560
SH
SOLE
6560
0
0
EMERSON ELEC CO
COM
291011104
1382
18127
SH
SOLE
18127
0
0
EMERSON ELEC CO
COM
291011104
160
2100
SH
OTR
2100
0
0
EXXON MOBIL CORP
COM
30231G102
2862
41011
SH
SOLE
41011
0
0
EXXON MOBIL CORP
COM
30231G102
439
6285
SH
OTR
6197
0
88
FEDERATED INVS INC PA
CL B
314211103
326
10000
SH
SOLE
10000
0
0
FIRST CMNTY BANKSHARES INC V
COM
31983A103
1292
41664
SH
SOLE
41664
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
714
5135
SH
SOLE
5135
0
0
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
968
13120
SH
SOLE
13120
0
0
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
523
26054
SH
SOLE
26054
0
0
FISERV INC
COM
337738108
2399
20743
SH
SOLE
20743
0
0
GENERAL DYNAMICS CORP
COM
369550108
929
5268
SH
SOLE
5268
0
0
GENERAL ELECTRIC CO
COM
369604103
227
20360
SH
SOLE
20360
0
0
GENERAL ELECTRIC CO
COM
369604103
29
2625
SH
OTR
225
0
2400
GENERAL MLS INC
COM
370334104
447
8350
SH
SOLE
8350
0
0
HERSHEY CO
COM
427866108
959
6525
SH
SOLE
6525
0
0
HOME DEPOT INC
COM
437076102
1959
8971
SH
SOLE
8971
0
0
HOME DEPOT INC
COM
437076102
78
355
SH
OTR
255
0
100
HONEYWELL INTL INC
COM
438516106
1183
6685
SH
SOLE
6685
0
0
INTEL CORP
COM
458140100
2288
38230
SH
SOLE
38230
0
0
INTEL CORP
COM
458140100
30
500
SH
OTR
500
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
792
8560
SH
SOLE
8560
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
669
4993
SH
SOLE
4993
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
531
3960
SH
OTR
200
0
3760
INVESCO QQQ TR
UNIT SER 1
46090E103
3250
15288
SH
SOLE
15288
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
3392
29313
SH
SOLE
29313
0
0
ISHARES INC
EM MKTS DIV ETF
464286319
301
7414
SH
SOLE
7414
0
0
ISHARES TR
S&P 100 ETF
464287101
620
4304
SH
SOLE
4304
0
0
ISHARES TR
CORE S&P TTL STK
464287150
278
3820
SH
SOLE
3820
0
0
ISHARES TR
SELECT DIVID ETF
464287168
2426
22957
SH
SOLE
22957
0
0
ISHARES TR
SELECT DIVID ETF
464287168
438
4150
SH
OTR
4150
0
0
ISHARES TR
TIPS BD ETF
464287176
268
2296
SH
SOLE
2296
0
0
ISHARES TR
CORE S&P500 ETF
464287200
3659
11321
SH
SOLE
11321
0
0
ISHARES TR
CORE S&P500 ETF
464287200
32
100
SH
OTR
100
0
0
ISHARES TR
CORE US AGGBD ET
464287226
12954
115276
SH
SOLE
115276
0
0
ISHARES TR
CORE US AGGBD ET
464287226
984
8755
SH
OTR
8755
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
3524
78534
SH
SOLE
78534
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
606
13500
SH
OTR
13500
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
273
2135
SH
SOLE
2135
0
0
ISHARES TR
GLOBAL TECH ETF
464287291
282
1339
SH
SOLE
1339
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
1296
6694
SH
SOLE
6694
0
0
ISHARES TR
GLOB HLTHCRE ETF
464287325
212
3084
SH
SOLE
3084
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
488
4427
SH
SOLE
4427
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
594
7015
SH
SOLE
7015
0
0
ISHARES TR
MSCI EAFE ETF
464287465
6417
92404
SH
SOLE
92404
0
0
ISHARES TR
MSCI EAFE ETF
464287465
613
8826
SH
OTR
8826
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
1176
7710
SH
SOLE
7710
0
0
ISHARES TR
RUS MID CAP ETF
464287499
1789
30005
SH
SOLE
30005
0
0
ISHARES TR
RUS MID CAP ETF
464287499
18
300
SH
OTR
300
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
4524
21981
SH
SOLE
21981
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1404
6823
SH
OTR
6823
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
798
6625
SH
SOLE
6625
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
217
1800
SH
OTR
1800
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
213
3940
SH
SOLE
3940
0
0
ISHARES TR
GLOBAL 100 ETF
464287572
11
200
SH
OTR
200
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
391
1644
SH
SOLE
1644
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
927
5270
SH
SOLE
5270
0
0
ISHARES TR
RUS 1000 ETF
464287622
495
2772
SH
SOLE
2772
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
278
1300
SH
SOLE
1300
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
608
3668
SH
SOLE
3668
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
1131
5999
SH
SOLE
5999
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
233
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
17
100
SH
SOLE
100
0
0
ISHARES TR
US INDUSTRIALS
464287754
251
1500
SH
OTR
1500
0
0
ISHARES TR
U.S. FIN SVC ETF
464287770
839
5525
SH
SOLE
5525
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
6142
73248
SH
SOLE
73248
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
534
6371
SH
OTR
6371
0
0
ISHARES TR
EUROPE ETF
464287861
627
13350
SH
SOLE
13350
0
0
ISHARES TR
S&P SML 600 GWT
464287887
457
2363
SH
SOLE
2363
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
901
26847
SH
SOLE
26847
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
7025
55865
SH
SOLE
55865
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
955
7596
SH
OTR
7596
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
225
850
SH
SOLE
850
0
0
ISHARES TR
MICRO-CAP ETF
464288869
316
3175
SH
SOLE
3175
0
0
ISHARES TR
US TREAS BD ETF
46429B267
957
36907
SH
SOLE
36907
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
1636
16680
SH
SOLE
16680
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
34
350
SH
OTR
350
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
292
2325
SH
SOLE
2325
0
0
ISHARES INC
MSCI JPN ETF NEW
46434G822
289
4875
SH
SOLE
4875
0
0
ISHARES TR
CORE INTL AGGR
46435G672
411
7500
SH
SOLE
7500
0
0
JPMORGAN CHASE & CO
COM
46625H100
1415
10151
SH
SOLE
10151
0
0
JOHNSON & JOHNSON
COM
478160104
5269
36120
SH
SOLE
36120
0
0
JOHNSON & JOHNSON
COM
478160104
524
3590
SH
OTR
3590
0
0
KIMBERLY CLARK CORP
COM
494368103
299
2175
SH
SOLE
2175
0
0
LILLY ELI & CO
COM
532457108
1998
15205
SH
SOLE
15205
0
0
LOWES COS INC
COM
548661107
642
5364
SH
SOLE
5364
0
0
MANULIFE FINL CORP
COM
56501R106
257
12674
SH
SOLE
12674
0
0
MASTERCARD INC
CL A
57636Q104
216
723
SH
SOLE
723
0
0
MCDONALDS CORP
COM
580135101
557
2819
SH
SOLE
2819
0
0
MERCK & CO INC
COM
58933Y105
335
3678
SH
SOLE
3678
0
0
MICROSOFT CORP
COM
594918104
5842
37042
SH
SOLE
37042
0
0
MICROSOFT CORP
COM
594918104
878
5565
SH
OTR
5565
0
0
MONDELEZ INTL INC
CL A
609207105
270
4910
SH
SOLE
4910
0
0
MONDELEZ INTL INC
CL A
609207105
12
209
SH
OTR
175
0
34
NESTLE S A
SPONSORED ADR
641069406
307
2837
SH
SOLE
2837
0
0
NEXTERA ENERGY INC
COM
65339F101
694
2866
SH
SOLE
2866
0
0
NORFOLK SOUTHERN CORP
COM
655844108
2067
10649
SH
SOLE
10649
0
0
NORFOLK SOUTHERN CORP
COM
655844108
491
2528
SH
OTR
905
0
1623
NOVARTIS A G
SPONSORED ADR
66987V109
362
3826
SH
SOLE
3826
0
0
ORACLE CORP
COM
68389X105
213
4025
SH
SOLE
4025
0
0
PEPSICO INC
COM
713448108
1814
13271
SH
SOLE
13271
0
0
PEPSICO INC
COM
713448108
46
340
SH
OTR
340
0
0
PFIZER INC
COM
717081103
1092
27882
SH
SOLE
27882
0
0
PFIZER INC
COM
717081103
209
5325
SH
OTR
5325
0
0
PHILIP MORRIS INTL INC
COM
718172109
295
3470
SH
SOLE
3470
0
0
PHILIP MORRIS INTL INC
COM
718172109
4
50
SH
OTR
0
0
50
PROCTER & GAMBLE CO
COM
742718109
5595
44795
SH
SOLE
44795
0
0
PROCTER & GAMBLE CO
COM
742718109
282
2260
SH
OTR
2260
0
0
PROSHARES TR
PSHS ULTRA QQQ
74347R206
809
6635
SH
OTR
6635
0
0
QUALCOMM INC
COM
747525103
354
4013
SH
SOLE
4013
0
0
RGC RES INC
COM
74955L103
1533
53640
SH
SOLE
53640
0
0
RAYTHEON CO
COM NEW
755111507
1578
7181
SH
SOLE
7181
0
0
REALTY INCOME CORP
COM
756109104
125
1700
SH
SOLE
1700
0
0
REALTY INCOME CORP
COM
756109104
110
1500
SH
OTR
1500
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
507
8590
SH
SOLE
8590
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
2588
8040
SH
SOLE
8040
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
30
94
SH
OTR
94
0
0
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
233
4205
SH
SOLE
4205
0
0
SCHLUMBERGER LTD
COM
806857108
512
12727
SH
SOLE
12727
0
0
SCHLUMBERGER LTD
COM
806857108
8
200
SH
OTR
200
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
229
2500
SH
SOLE
2500
0
0
SOUTHERN CO
COM
842587107
678
10639
SH
SOLE
10639
0
0
STANLEY BLACK & DECKER INC
COM
854502101
858
5174
SH
SOLE
5174
0
0
STANLEY BLACK & DECKER INC
COM
854502101
45
271
SH
OTR
271
0
0
STARBUCKS CORP
COM
855244109
410
4665
SH
SOLE
4665
0
0
SUMMIT FINANCIAL GROUP INC
COM
86606G101
5930
218891
SH
SOLE
218891
0
0
SUMMIT FINANCIAL GROUP INC
COM
86606G101
693
25578
SH
OTR
24500
0
1078
SYSCO CORP
COM
871829107
338
3951
SH
SOLE
3951
0
0
TARGET CORP
COM
87612E106
382
2980
SH
SOLE
2980
0
0
TEXAS INSTRS INC
COM
882508104
265
2067
SH
SOLE
2067
0
0
3M CO
COM
88579Y101
315
1786
SH
SOLE
1786
0
0
US BANCORP DEL
COM NEW
902973304
353
5957
SH
SOLE
5957
0
0
UNION PACIFIC CORP
COM
907818108
249
1380
SH
SOLE
1380
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1880
12553
SH
SOLE
12553
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
269
1799
SH
OTR
1799
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
170
577
SH
SOLE
577
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
88
300
SH
OTR
100
0
200
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5526
125412
SH
SOLE
125412
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
475
10790
SH
OTR
10790
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
3039
56545
SH
SOLE
56545
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
364
6769
SH
OTR
6769
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3365
75673
SH
SOLE
75673
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
334
7502
SH
OTR
7502
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1891
30796
SH
SOLE
30796
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
18
286
SH
OTR
0
0
286
VISA INC
COM CL A
92826C839
651
3463
SH
SOLE
3463
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
1608
14110
SH
SOLE
14110
0
0
WASTE MGMT INC DEL
COM
94106L109
285
2500
SH
OTR
2500
0
0
WELLS FARGO CO NEW
COM
949746101
647
12018
SH
SOLE
12018
0
0
WELLTOWER INC
COM
95040Q104
681
8328
SH
SOLE
8328
0
0