SFWA
FIG

Summit Financial Wealth Advisors’s Fortress Investment Group Llc FIG Stock Holding History

Summit Financial Wealth Advisors’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,150
Closed -$8K – 270
2015
Q2 		$8K Buy
+1,150
New +$9.21K 0.01% 238

Other funds holding FIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Coronation Asset Management Cape Town, South Africa $2.41B AUM 7.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Fortress Investment Group Llc (FIG) in Q3 2015, closing a stake of 1,150 shares — an estimated $8K sold.

Summit Financial Wealth Advisors first reported a position in FIG in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 122 funds tracked by Wall St. Rank hold FIG as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Fortress Investment Group Llc position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,150 Fortress Investment Group Llc shares in Q3 2015, an estimated $8K.
  • Summit Financial Wealth Advisors first reported a position in Fortress Investment Group Llc in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Fortress Investment Group Llc position peaked at $8K in Q2 2015.
  • 122 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q3 2015.

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