APP
SUM

Avantax Planning Partners’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-154
Closed -$3K – 1250
2018
Q3 		$3K Buy
+154
New +$3.35K ﹤0.01% 1288
2018
Q2 		– Sell
-38
Closed -$1K – 1552
2018
Q1 		$1K Buy
+38
New +$1.17K ﹤0.01% 1775

Other funds holding SUM

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Avantax Planning Partners's SUM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q4 2018, closing a stake of 154 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SUM in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 197 funds tracked by Wall St. Rank hold SUM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 154 Summit Materials, Inc. Class A Common Stock shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Summit Materials, Inc. Class A Common Stock position peaked at $3K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.