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Summit Financial Wealth Advisors’s Crown Holdings CCK Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-900
Closed -$41K – 135
2015
Q3 		$41K Hold
900
– – 0.03% 135
2015
Q2 		$47K Hold
900
– – 0.03% 149
2015
Q1 		$49K Hold
900
– – 0.03% 120
2014
Q4 		$46K Buy
+900
New +$43.4K 0.03% 128

Other funds holding CCK

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Crown Holdings (CCK) in Q4 2015, closing a stake of 900 shares — an estimated $41K sold.

Summit Financial Wealth Advisors first reported a position in CCK in Q4 2014 and held it in 4 quarters. The position peaked at $49K in Q1 2015. 351 funds tracked by Wall St. Rank hold CCK as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Crown Holdings position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 900 Crown Holdings shares in Q4 2015, an estimated $41K.
  • Summit Financial Wealth Advisors first reported a position in Crown Holdings in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Crown Holdings position peaked at $49K in Q1 2015.
  • 351 funds tracked by Wall St. Rank held Crown Holdings as of Q4 2015.

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