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Summit Financial Wealth Advisors’s Nordstrom JWN Stock Holding History

Summit Financial Wealth Advisors’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-250
Closed -$17K – 166
2015
Q3 		$17K Hold
250
– – 0.01% 167
2015
Q2 		$18K Hold
250
– – 0.01% 202
2015
Q1 		$19K Hold
250
– – 0.01% 170
2014
Q4 		$20K Buy
+250
New +$18.4K 0.01% 164

Other funds holding JWN

Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Nordstrom (JWN) in Q4 2015, closing a stake of 250 shares — an estimated $17K sold.

Summit Financial Wealth Advisors first reported a position in JWN in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 579 funds tracked by Wall St. Rank hold JWN as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Nordstrom position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 250 Nordstrom shares in Q4 2015, an estimated $17K.
  • Summit Financial Wealth Advisors first reported a position in Nordstrom in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Nordstrom position peaked at $20K in Q4 2014.
  • 579 funds tracked by Wall St. Rank held Nordstrom as of Q4 2015.

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