SFWA
DHR icon

Summit Financial Wealth Advisors’s Danaher DHR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,379
Closed -$582K – 142
2016
Q3 		$582K Buy
+8,379
New +$594K 0.25% 84

Other funds holding DHR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial Wealth Advisors's DHR Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Danaher (DHR) in Q4 2016, closing a stake of 8,379 shares — an estimated $582K sold.

Summit Financial Wealth Advisors first reported a position in DHR in Q3 2016 and held it in 1 quarter. The position peaked at $582K in Q3 2016. 1,105 funds tracked by Wall St. Rank hold DHR as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Danaher position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,379 Danaher shares in Q4 2016, an estimated $582K.
  • Summit Financial Wealth Advisors first reported a position in Danaher in Q3 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Danaher position peaked at $582K in Q3 2016.
  • 1,105 funds tracked by Wall St. Rank held Danaher as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.