AIM
SUM

Arcadia Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Arcadia Investment Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-773
Closed -$19K – 429
2017
Q1 		$19K Buy
+773
New +$18.1K 0.01% 333

Other funds holding SUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Arcadia Investment Management's SUM Position: Q2 2017 in Review

Arcadia Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2017, closing a stake of 773 shares — an estimated $19K sold.

Arcadia Investment Management first reported a position in SUM in Q1 2017 and held it in 1 quarter. The position peaked at $19K in Q1 2017. 211 funds tracked by Wall St. Rank hold SUM as of Q2 2017.

  • Arcadia Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 773 Summit Materials, Inc. Class A Common Stock shares in Q2 2017, an estimated $19K.
  • Arcadia Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2017 and held it in 1 quarter.
  • Arcadia Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $19K in Q1 2017.
  • 211 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.