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Summit Financial Wealth Advisors’s Honda HMC Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$3K – 237
2015
Q2 		$3K Hold
100
– – ﹤0.01% 257
2015
Q1 		$3K Hold
100
– – ﹤0.01% 222
2014
Q4 		$3K Buy
+100
New +$3.11K ﹤0.01% 230

Other funds holding HMC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Honda (HMC) in Q3 2015, closing a stake of 100 shares — an estimated $3K sold.

Summit Financial Wealth Advisors first reported a position in HMC in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 227 funds tracked by Wall St. Rank hold HMC as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Honda position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 100 Honda shares in Q3 2015, an estimated $3K.
  • Summit Financial Wealth Advisors first reported a position in Honda in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Honda position peaked at $3K in Q2 2015.
  • 227 funds tracked by Wall St. Rank held Honda as of Q3 2015.

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