SFS
PPG icon

Summit Financial Strategies’s PPG Industries PPG Stock Holding History

Summit Financial Strategies’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,703
Closed -$256K – 42
2016
Q4 		$256K Hold
2,703
– – 0.18% 31
2016
Q3 		$279K Hold
2,703
– – 0.2% 30
2016
Q2 		$282K Sell
2,703
-375
-12% -$41K 0.21% 31
2016
Q1 		$343K Hold
3,078
– – 0.25% 32
2015
Q4 		$304K Sell
3,078
-940
-23% -$95K 0.24% 33
2015
Q3 		$352K Buy
4,018
+30
+0.8% +$3.05K 0.29% 31
2015
Q2 		$458K Sell
3,988
-262
-6% -$29.9K 0.36% 25
2015
Q1 		$479K Sell
4,250
-1,106
-21% -$127K 0.39% 22
2014
Q4 		$619K Buy
+5,356
New +$555K 0.5% 22

Other funds holding PPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial Strategies's PPG Position: Q1 2017 in Review

Summit Financial Strategies sold out of PPG Industries (PPG) in Q1 2017, closing a stake of 2,703 shares — an estimated $256K sold.

Summit Financial Strategies first reported a position in PPG in Q4 2014 and held it in 9 quarters. The position peaked at $619K in Q4 2014. 795 funds tracked by Wall St. Rank hold PPG as of Q1 2017.

  • Summit Financial Strategies reported no remaining PPG Industries position as of Q1 2017 after selling out during the quarter.
  • Summit Financial Strategies sold 2,703 PPG Industries shares in Q1 2017, an estimated $256K.
  • Summit Financial Strategies first reported a position in PPG Industries in Q4 2014 and held it in 9 quarters.
  • Summit Financial Strategies's PPG Industries position peaked at $619K in Q4 2014.
  • 795 funds tracked by Wall St. Rank held PPG Industries as of Q1 2017.

Based on Summit Financial Strategies's 13F filing for Q1 2017, filed 15 May 2017.