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Summit Financial Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$3K – 234
2014
Q4 		$3K Buy
+400
New +$3.48K ﹤0.01% 224

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CC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Summit Financial Wealth Advisors's CLF Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q1 2015, closing a stake of 400 shares — an estimated $3K sold.

Summit Financial Wealth Advisors first reported a position in CLF in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 249 funds tracked by Wall St. Rank hold CLF as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 400 Cleveland-Cliffs shares in Q1 2015, an estimated $3K.
  • Summit Financial Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Cleveland-Cliffs position peaked at $3K in Q4 2014.
  • 249 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.