SFWA
CLR

Summit Financial Wealth Advisors’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,000
Closed -$57K – 226
2015
Q3 		$57K Sell
2,000
-2,500
-56% -$81.3K 0.04% 117
2015
Q2 		$190K Hold
4,500
– – 0.12% 86
2015
Q1 		$210K Sell
4,500
-1,000
-18% -$42.5K 0.14% 69
2014
Q4 		$211K Buy
+5,500
New +$271K 0.15% 66

Other funds holding CLR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
CCP
Caymus Capital Partners The Woodlands, Texas $14.7M AUM 51.08% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of CONTINENTAL RESOURCES INC. (CLR) in Q4 2015, closing a stake of 2,000 shares — an estimated $57K sold.

Summit Financial Wealth Advisors first reported a position in CLR in Q4 2014 and held it in 4 quarters. The position peaked at $211K in Q4 2014. 307 funds tracked by Wall St. Rank hold CLR as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining CONTINENTAL RESOURCES INC. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,000 CONTINENTAL RESOURCES INC. shares in Q4 2015, an estimated $57K.
  • Summit Financial Wealth Advisors first reported a position in CONTINENTAL RESOURCES INC. in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's CONTINENTAL RESOURCES INC. position peaked at $211K in Q4 2014.
  • 307 funds tracked by Wall St. Rank held CONTINENTAL RESOURCES INC. as of Q4 2015.

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