SFWA
EL icon

Summit Financial Wealth Advisors’s Estee Lauder EL Stock Holding History

Summit Financial Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-150
Closed -$12K – 142
2015
Q3 		$12K Hold
150
– – 0.01% 180
2015
Q2 		$12K Hold
150
– – 0.01% 225
2015
Q1 		$13K Hold
150
– – 0.01% 188
2014
Q4 		$11K Buy
+150
New +$11.1K 0.01% 198

Other funds holding EL

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Estee Lauder (EL) in Q4 2015, closing a stake of 150 shares — an estimated $12K sold.

Summit Financial Wealth Advisors first reported a position in EL in Q4 2014 and held it in 4 quarters. The position peaked at $13K in Q1 2015. 615 funds tracked by Wall St. Rank hold EL as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Estee Lauder position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 150 Estee Lauder shares in Q4 2015, an estimated $12K.
  • Summit Financial Wealth Advisors first reported a position in Estee Lauder in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Estee Lauder position peaked at $13K in Q1 2015.
  • 615 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2015.

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