SFWA
CA

Summit Financial Wealth Advisors’s CA, Inc. CA Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,800
Closed -$76K – 248
2015
Q3 		$76K Hold
2,800
– – 0.05% 107
2015
Q2 		$82K Hold
2,800
– – 0.05% 116
2015
Q1 		$88K Hold
2,800
– – 0.06% 96
2014
Q4 		$85K Buy
+2,800
New +$81.8K 0.06% 99

Other funds holding CA

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of CA, Inc. (CA) in Q4 2015, closing a stake of 2,800 shares — an estimated $76K sold.

Summit Financial Wealth Advisors first reported a position in CA in Q4 2014 and held it in 4 quarters. The position peaked at $88K in Q1 2015. 488 funds tracked by Wall St. Rank hold CA as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining CA, Inc. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,800 CA, Inc. shares in Q4 2015, an estimated $76K.
  • Summit Financial Wealth Advisors first reported a position in CA, Inc. in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's CA, Inc. position peaked at $88K in Q1 2015.
  • 488 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2015.

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