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Summit Financial Wealth Advisors’s Diamond Offshore Drilling DO Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DO Stock Details DO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$17K – 250
2015
Q3 		$17K Hold
1,000
– – 0.01% 169
2015
Q2 		$25K Hold
1,000
– – 0.02% 184
2015
Q1 		$34K Hold
1,000
– – 0.02% 137
2014
Q4 		$37K Buy
+1,000
New +$35.8K 0.03% 132

Other funds holding DO

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Diamond Offshore Drilling (DO) in Q4 2015, closing a stake of 1,000 shares — an estimated $17K sold.

Summit Financial Wealth Advisors first reported a position in DO in Q4 2014 and held it in 4 quarters. The position peaked at $37K in Q4 2014. 278 funds tracked by Wall St. Rank hold DO as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Diamond Offshore Drilling position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Diamond Offshore Drilling shares in Q4 2015, an estimated $17K.
  • Summit Financial Wealth Advisors first reported a position in Diamond Offshore Drilling in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Diamond Offshore Drilling position peaked at $37K in Q4 2014.
  • 278 funds tracked by Wall St. Rank held Diamond Offshore Drilling as of Q4 2015.

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