BFEC
SUM

Benjamin F. Edwards & Company’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q2 		– Sell
-188
Closed -$3K – 1982
2019
Q1 		$3K Sell
188
-66
-26% -$1.03K ﹤0.01% 1586
2018
Q4 		$3K Buy
+254
New +$3.51K ﹤0.01% 1572

Other funds holding SUM

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Benjamin F. Edwards & Company's SUM Position: Q2 2019 in Review

Benjamin F. Edwards & Company sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2019, closing a stake of 188 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SUM in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 178 funds tracked by Wall St. Rank hold SUM as of Q2 2019.

  • Benjamin F. Edwards & Company reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 188 Summit Materials, Inc. Class A Common Stock shares in Q2 2019, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2018 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Summit Materials, Inc. Class A Common Stock position peaked at $3K in Q1 2019.
  • 178 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2019, filed 8 Aug 2019.