Commonwealth Equity Services
SUMR

Commonwealth Equity Services’s Summer Infant, Inc. SUMR Stock Holding History

Commonwealth Equity Services’s Portfolio SUMR Stock Details SUMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,440
Closed -$7K – 3026
2019
Q4 		$7K Hold
3,440
– – ﹤0.01% 2876
2019
Q3 		$10K Sell
3,440
-1,083
-24% -$4.35K ﹤0.01% 2819
2019
Q2 		$20K Buy
4,523
+180
+4% +$1.03K ﹤0.01% 2745
2019
Q1 		$28K Sell
4,343
-2,871
-40% -$24.2K ﹤0.01% 2689
2018
Q4 		$68K Buy
7,214
+567
+9% +$5.71K ﹤0.01% 2542
2018
Q3 		$94K Sell
6,647
-11
-0.2% -$158 ﹤0.01% 2644
2018
Q2 		$83K Buy
6,658
+1,430
+27% +$14.1K ﹤0.01% 2619
2018
Q1 		$54K Buy
5,228
+83
+2% +$928 ﹤0.01% 2593
2017
Q4 		$69K Hold
5,145
– – ﹤0.01% 2544
2017
Q3 		$88K Buy
5,145
+181
+4% +$3.04K ﹤0.01% 2428
2017
Q2 		$79K Buy
4,964
+583
+13% +$9.53K ﹤0.01% 2392
2017
Q1 		$75K Hold
4,381
– – ﹤0.01% 2302
2016
Q4 		$79K Buy
4,381
+417
+11% +$7.68K ﹤0.01% 2217
2016
Q3 		$77K Buy
3,964
+210
+6% +$3.88K ﹤0.01% 2142
2016
Q2 		$56K Buy
3,754
+362
+11% +$5.07K ﹤0.01% 2155
2016
Q1 		$53K Buy
3,392
+121
+4% +$2K ﹤0.01% 2121
2015
Q4 		$66K Buy
3,271
+302
+10% +$5.17K ﹤0.01% 2080
2015
Q3 		$46K Buy
2,969
+653
+28% +$10.9K ﹤0.01% 2060
2015
Q2 		$42K Hold
2,316
– – ﹤0.01% 2142
2015
Q1 		$56K Hold
2,316
– – ﹤0.01% 2114
2014
Q4 		$68K Hold
2,316
– – ﹤0.01% 2010
2014
Q3 		$73K Buy
2,316
+310
+15% +$10.7K ﹤0.01% 1989
2014
Q2 		$52K Hold
2,006
– – ﹤0.01% 1984
2014
Q1 		$38K Buy
+2,006
New +$35.8K ﹤0.01% 1955

Other funds holding SUMR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
PC
Plaisance Capital Denver, Colorado $172M AUM 27.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's SUMR Position: Q1 2020 in Review

Commonwealth Equity Services sold out of Summer Infant, Inc. (SUMR) in Q1 2020, closing a stake of 3,440 shares — an estimated $7K sold.

Commonwealth Equity Services first reported a position in SUMR in Q1 2014 and held it in 24 quarters. The position peaked at $94K in Q3 2018. 11 funds tracked by Wall St. Rank hold SUMR as of Q1 2020.

  • Commonwealth Equity Services reported no remaining Summer Infant, Inc. position as of Q1 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,440 Summer Infant, Inc. shares in Q1 2020, an estimated $7K.
  • Commonwealth Equity Services first reported a position in Summer Infant, Inc. in Q1 2014 and held it in 24 quarters.
  • Commonwealth Equity Services's Summer Infant, Inc. position peaked at $94K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.