SFWA
AKAM icon

Summit Financial Wealth Advisors’s Akamai AKAM Stock Holding History

Summit Financial Wealth Advisors’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-250
Closed -$17K – 125
2015
Q3 		$17K Hold
250
– – 0.01% 166
2015
Q2 		$17K Hold
250
– – 0.01% 204
2015
Q1 		$19K Hold
250
– – 0.01% 167
2014
Q4 		$16K Buy
+250
New +$15.1K 0.01% 176

Other funds holding AKAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Financial Wealth Advisors's AKAM Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Akamai (AKAM) in Q4 2015, closing a stake of 250 shares — an estimated $17K sold.

Summit Financial Wealth Advisors first reported a position in AKAM in Q4 2014 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 515 funds tracked by Wall St. Rank hold AKAM as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Akamai position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 250 Akamai shares in Q4 2015, an estimated $17K.
  • Summit Financial Wealth Advisors first reported a position in Akamai in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Akamai position peaked at $19K in Q1 2015.
  • 515 funds tracked by Wall St. Rank held Akamai as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.