SFWA
AAN.A

Summit Financial Wealth Advisors’s The Aaron's Company Inc Class A AAN.A Stock Holding History

Summit Financial Wealth Advisors’s Portfolio AAN.A Stock Details AAN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-66,467
Closed -$3.1M – 164
2018
Q2 		$3.1M Hold
66,467
– – 1.04% 33
2018
Q1 		$3.1M Buy
66,467
+2,265
+4% +$106K 1.02% 34
2017
Q4 		$2.56M Sell
64,202
-2,231
-3% -$88.9K 0.88% 39
2017
Q3 		$2.9M Buy
+66,433
New +$2.9M 1.05% 29

Other funds holding AAN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Wealth Advisors's AAN.A Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of The Aaron's Company Inc Class A (AAN.A) in Q3 2018, closing a stake of 66,467 shares — an estimated $3.1M sold.

Summit Financial Wealth Advisors first reported a position in AAN.A in Q3 2017 and held it in 4 quarters. The position peaked at $3.1M in Q2 2018. 262 funds tracked by Wall St. Rank hold AAN.A as of Q3 2018.

  • Summit Financial Wealth Advisors reported no remaining The Aaron's Company Inc Class A position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 66,467 The Aaron's Company Inc Class A shares in Q3 2018, an estimated $3.1M.
  • Summit Financial Wealth Advisors first reported a position in The Aaron's Company Inc Class A in Q3 2017 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's The Aaron's Company Inc Class A position peaked at $3.1M in Q2 2018.
  • 262 funds tracked by Wall St. Rank held The Aaron's Company Inc Class A as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.