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Summit Financial Wealth Advisors’s Fastenal FAST Stock Holding History

Summit Financial Wealth Advisors’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,200
Closed -$12K – 229
2015
Q2 		$12K Buy
+1,200
New +$12.6K 0.01% 226

Other funds holding FAST

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

Summit Financial Wealth Advisors's FAST Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Fastenal (FAST) in Q3 2015, closing a stake of 1,200 shares — an estimated $12K sold.

Summit Financial Wealth Advisors first reported a position in FAST in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 544 funds tracked by Wall St. Rank hold FAST as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Fastenal position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,200 Fastenal shares in Q3 2015, an estimated $12K.
  • Summit Financial Wealth Advisors first reported a position in Fastenal in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Fastenal position peaked at $12K in Q2 2015.
  • 544 funds tracked by Wall St. Rank held Fastenal as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.