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Summit Financial Wealth Advisors’s Harte-Hanks HHS Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HHS Stock Details HHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,000
Closed -$81K – 143
2016
Q3 		$81K Hold
5,000
– – 0.04% 145
2016
Q2 		$80K Hold
5,000
– – 0.03% 141
2016
Q1 		$126K Buy
+5,000
New +$154K 0.06% 134

Other funds holding HHS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Summit Financial Wealth Advisors's HHS Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Harte-Hanks (HHS) in Q4 2016, closing a stake of 5,000 shares — an estimated $81K sold.

Summit Financial Wealth Advisors first reported a position in HHS in Q1 2016 and held it in 3 quarters. The position peaked at $126K in Q1 2016. 86 funds tracked by Wall St. Rank hold HHS as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Harte-Hanks position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,000 Harte-Hanks shares in Q4 2016, an estimated $81K.
  • Summit Financial Wealth Advisors first reported a position in Harte-Hanks in Q1 2016 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Harte-Hanks position peaked at $126K in Q1 2016.
  • 86 funds tracked by Wall St. Rank held Harte-Hanks as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.