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Summit Financial Wealth Advisors’s Eastman Chemical EMN Stock Holding History

Summit Financial Wealth Advisors’s Portfolio EMN Stock Details EMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-6,739
Closed -$524K – 147
2019
Q2 		$524K Sell
6,739
-696
-9% -$52.9K 0.13% 100
2019
Q1 		$602K Buy
7,435
+1,143
+18% +$90.8K 0.16% 81
2018
Q4 		$460K Sell
6,292
-21,137
-77% -$1.69M 0.15% 82
2018
Q3 		$2.26M Sell
27,429
-2,351
-8% -$233K 0.67% 44
2018
Q2 		$3.14M Hold
29,780
– – 1.05% 32
2018
Q1 		$3.14M Buy
29,780
+1,205
+4% +$122K 1.03% 32
2017
Q4 		$2.65M Buy
28,575
+1,698
+6% +$154K 0.91% 38
2017
Q3 		$2.43M Buy
26,877
+19,280
+254% +$1.64M 0.88% 36
2017
Q2 		$638K Sell
7,597
-476
-6% -$38.4K 0.25% 80
2017
Q1 		$652K Sell
8,073
-293
-4% -$23K 0.28% 79
2016
Q4 		$629K Sell
8,366
-39
-0.5% -$2.82K 0.28% 81
2016
Q3 		$569K Sell
8,405
-728
-8% -$48.9K 0.25% 86
2016
Q2 		$620K Sell
9,133
-559
-6% -$41.1K 0.26% 79
2016
Q1 		$700K Sell
9,692
-14
-0.1% -$917 0.31% 66
2015
Q4 		$655K Buy
+9,706
New +$679K 0.3% 65

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Financial Wealth Advisors's EMN Position: Q3 2019 in Review

Summit Financial Wealth Advisors sold out of Eastman Chemical (EMN) in Q3 2019, closing a stake of 6,739 shares — an estimated $524K sold.

Summit Financial Wealth Advisors first reported a position in EMN in Q4 2015 and held it in 15 quarters. The position peaked at $3.14M in Q2 2018. 624 funds tracked by Wall St. Rank hold EMN as of Q3 2019.

  • Summit Financial Wealth Advisors reported no remaining Eastman Chemical position as of Q3 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 6,739 Eastman Chemical shares in Q3 2019, an estimated $524K.
  • Summit Financial Wealth Advisors first reported a position in Eastman Chemical in Q4 2015 and held it in 15 quarters.
  • Summit Financial Wealth Advisors's Eastman Chemical position peaked at $3.14M in Q2 2018.
  • 624 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.