SFWA
HOS

Summit Financial Wealth Advisors’s Hornbeck Offshore Services, Inc. HOS Stock Holding History

Summit Financial Wealth Advisors’s Portfolio HOS Stock Details HOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-600
Closed -$8K – 234
2015
Q3 		$8K Hold
600
– – 0.01% 193
2015
Q2 		$12K Hold
600
– – 0.01% 227
2015
Q1 		$14K Hold
600
– – 0.01% 186
2014
Q4 		$15K Buy
+600
New +$16.5K 0.01% 186

Other funds holding HOS

FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Hornbeck Offshore Services, Inc. (HOS) in Q4 2015, closing a stake of 600 shares — an estimated $8K sold.

Summit Financial Wealth Advisors first reported a position in HOS in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q4 2014. 148 funds tracked by Wall St. Rank hold HOS as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Hornbeck Offshore Services, Inc. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 600 Hornbeck Offshore Services, Inc. shares in Q4 2015, an estimated $8K.
  • Summit Financial Wealth Advisors first reported a position in Hornbeck Offshore Services, Inc. in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Hornbeck Offshore Services, Inc. position peaked at $15K in Q4 2014.
  • 148 funds tracked by Wall St. Rank held Hornbeck Offshore Services, Inc. as of Q4 2015.

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