SFWA
JAH

Summit Financial Wealth Advisors’s JARDEN CORPORATION JAH Stock Holding History

Summit Financial Wealth Advisors’s Portfolio JAH Stock Details JAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$14K – 244
2015
Q3 		$14K Sell
300
-105
-26% -$5.55K 0.01% 174
2015
Q2 		$20K Hold
405
– – 0.01% 197
2015
Q1 		$21K Hold
405
– – 0.01% 164
2014
Q4 		$19K Buy
+405
New +$17.6K 0.01% 170

Other funds holding JAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of JARDEN CORPORATION (JAH) in Q4 2015, closing a stake of 300 shares — an estimated $14K sold.

Summit Financial Wealth Advisors first reported a position in JAH in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q1 2015. 461 funds tracked by Wall St. Rank hold JAH as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining JARDEN CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 300 JARDEN CORPORATION shares in Q4 2015, an estimated $14K.
  • Summit Financial Wealth Advisors first reported a position in JARDEN CORPORATION in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's JARDEN CORPORATION position peaked at $21K in Q1 2015.
  • 461 funds tracked by Wall St. Rank held JARDEN CORPORATION as of Q4 2015.

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