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Summit Financial Wealth Advisors’s Comcast CMCSA Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-120
Closed -$3K – 235
2014
Q4 		$3K Buy
+120
New +$3.29K ﹤0.01% 225

Other funds holding CMCSA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Comcast (CMCSA) in Q1 2015, closing a stake of 120 shares — an estimated $3K sold.

Summit Financial Wealth Advisors first reported a position in CMCSA in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 1,170 funds tracked by Wall St. Rank hold CMCSA as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Comcast position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 120 Comcast shares in Q1 2015, an estimated $3K.
  • Summit Financial Wealth Advisors first reported a position in Comcast in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Comcast position peaked at $3K in Q4 2014.
  • 1,170 funds tracked by Wall St. Rank held Comcast as of Q1 2015.

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