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Summit Financial Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,480
Closed -$90K – 139
2015
Q3 		$90K Hold
1,480
– – 0.06% 103
2015
Q2 		$107K Hold
1,480
– – 0.07% 101
2015
Q1 		$105K Hold
1,480
– – 0.07% 89
2014
Q4 		$99K Buy
+1,480
New +$93.4K 0.07% 89

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2015, closing a stake of 1,480 shares — an estimated $90K sold.

Summit Financial Wealth Advisors first reported a position in DGX in Q4 2014 and held it in 4 quarters. The position peaked at $107K in Q2 2015. 535 funds tracked by Wall St. Rank hold DGX as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,480 Quest Diagnostics shares in Q4 2015, an estimated $90K.
  • Summit Financial Wealth Advisors first reported a position in Quest Diagnostics in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Quest Diagnostics position peaked at $107K in Q2 2015.
  • 535 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2015.

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