SFWA
GOV

Summit Financial Wealth Advisors’s Government Properties Income Trust GOV Stock Holding History

Summit Financial Wealth Advisors’s Portfolio GOV Stock Details GOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-192,744
Closed -$3.53M – 155
2017
Q2 		$3.53M Buy
192,744
+12,522
+7% +$272K 1.4% 19
2017
Q1 		$3.77M Buy
180,222
+3,151
+2% +$62.8K 1.65% 15
2016
Q4 		$3.38M Buy
177,071
+2,431
+1% +$47.1K 1.48% 23
2016
Q3 		$3.95M Sell
174,640
-76,658
-31% -$1.79M 1.71% 13
2016
Q2 		$5.79M Sell
251,298
-1,125
-0.4% -$22K 2.42% 10
2016
Q1 		$4.51M Sell
252,423
-7,945
-3% -$118K 1.97% 14
2015
Q4 		$4.13M Sell
260,368
-25,282
-9% -$415K 1.89% 16
2015
Q3 		$4.57M Buy
285,650
+35,400
+14% +$600K 2.95% 8
2015
Q2 		$4.64M Buy
250,250
+54,505
+28% +$1.11M 2.87% 8
2015
Q1 		$3.84M Buy
195,745
+64,520
+49% +$1.48M 2.6% 16
2014
Q4 		$3.02M Buy
+131,225
New +$3M 2.1% 18

Other funds holding GOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Summit Financial Wealth Advisors's GOV Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Government Properties Income Trust (GOV) in Q3 2017, closing a stake of 192,744 shares — an estimated $3.53M sold.

Summit Financial Wealth Advisors first reported a position in GOV in Q4 2014 and held it in 11 quarters. The position peaked at $5.79M in Q2 2016. 200 funds tracked by Wall St. Rank hold GOV as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Government Properties Income Trust position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 192,744 Government Properties Income Trust shares in Q3 2017, an estimated $3.53M.
  • Summit Financial Wealth Advisors first reported a position in Government Properties Income Trust in Q4 2014 and held it in 11 quarters.
  • Summit Financial Wealth Advisors's Government Properties Income Trust position peaked at $5.79M in Q2 2016.
  • 200 funds tracked by Wall St. Rank held Government Properties Income Trust as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.