SFWA
DXC icon

Summit Financial Wealth Advisors’s DXC Technology DXC Stock Holding History

Summit Financial Wealth Advisors’s Portfolio DXC Stock Details DXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,352
Closed -$222K – 143
2017
Q2 		$222K Buy
+3,352
New +$222K 0.09% 137

Other funds holding DXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Summit Financial Wealth Advisors's DXC Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of DXC Technology (DXC) in Q3 2017, closing a stake of 3,352 shares — an estimated $222K sold.

Summit Financial Wealth Advisors first reported a position in DXC in Q2 2017 and held it in 1 quarter. The position peaked at $222K in Q2 2017. 710 funds tracked by Wall St. Rank hold DXC as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining DXC Technology position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,352 DXC Technology shares in Q3 2017, an estimated $222K.
  • Summit Financial Wealth Advisors first reported a position in DXC Technology in Q2 2017 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's DXC Technology position peaked at $222K in Q2 2017.
  • 710 funds tracked by Wall St. Rank held DXC Technology as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.