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Summit Financial Wealth Advisors’s APA Corp APA Stock Holding History

Summit Financial Wealth Advisors’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-105
Closed -$4K – 127
2015
Q3 		$4K Hold
105
– – ﹤0.01% 206
2015
Q2 		$6K Hold
105
– – ﹤0.01% 243
2015
Q1 		$7K Hold
105
– – ﹤0.01% 206
2014
Q4 		$7K Buy
+105
New +$7.47K ﹤0.01% 208

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of APA Corp (APA) in Q4 2015, closing a stake of 105 shares — an estimated $4K sold.

Summit Financial Wealth Advisors first reported a position in APA in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 719 funds tracked by Wall St. Rank hold APA as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining APA Corp position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 105 APA Corp shares in Q4 2015, an estimated $4K.
  • Summit Financial Wealth Advisors first reported a position in APA Corp in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's APA Corp position peaked at $7K in Q1 2015.
  • 719 funds tracked by Wall St. Rank held APA Corp as of Q4 2015.

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