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Summit Financial Wealth Advisors’s GATX Corp GATX Stock Holding History

Summit Financial Wealth Advisors’s Portfolio GATX Stock Details GATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,055
Closed -$46K – 150
2015
Q3 		$46K Hold
1,055
– – 0.03% 127
2015
Q2 		$56K Buy
+1,055
New +$59.9K 0.03% 131

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

Summit Financial Wealth Advisors sold out of GATX Corp (GATX) in Q4 2015, closing a stake of 1,055 shares — an estimated $46K sold.

Summit Financial Wealth Advisors first reported a position in GATX in Q2 2015 and held it in 2 quarters. The position peaked at $56K in Q2 2015. 211 funds tracked by Wall St. Rank hold GATX as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining GATX Corp position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,055 GATX Corp shares in Q4 2015, an estimated $46K.
  • Summit Financial Wealth Advisors first reported a position in GATX Corp in Q2 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's GATX Corp position peaked at $56K in Q2 2015.
  • 211 funds tracked by Wall St. Rank held GATX Corp as of Q4 2015.

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