SFWA
HBI

Summit Financial Wealth Advisors’s Hanesbrands HBI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HBI Stock Details HBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-404
Closed -$13K – 235
2015
Q2 		$13K Hold
404
– – 0.01% 219
2015
Q1 		$12K Hold
404
– – 0.01% 193
2014
Q4 		$11K Buy
+404
New +$11.1K 0.01% 199

Other funds holding HBI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Chieftain Capital Management New York $3.03M AUM 3.88% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Hanesbrands (HBI) in Q3 2015, closing a stake of 404 shares — an estimated $13K sold.

Summit Financial Wealth Advisors first reported a position in HBI in Q4 2014 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 495 funds tracked by Wall St. Rank hold HBI as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Hanesbrands position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 404 Hanesbrands shares in Q3 2015, an estimated $13K.
  • Summit Financial Wealth Advisors first reported a position in Hanesbrands in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Hanesbrands position peaked at $13K in Q2 2015.
  • 495 funds tracked by Wall St. Rank held Hanesbrands as of Q3 2015.

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