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Summit Financial Wealth Advisors’s Kroger KR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-584
Closed -$21K – 170
2015
Q3 		$21K Hold
584
– – 0.01% 160
2015
Q2 		$21K Hold
584
– – 0.01% 190
2015
Q1 		$21K Hold
584
– – 0.01% 161
2014
Q4 		$19K Buy
+584
New +$16.9K 0.01% 168

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Kroger (KR) in Q4 2015, closing a stake of 584 shares — an estimated $21K sold.

Summit Financial Wealth Advisors first reported a position in KR in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 829 funds tracked by Wall St. Rank hold KR as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Kroger position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 584 Kroger shares in Q4 2015, an estimated $21K.
  • Summit Financial Wealth Advisors first reported a position in Kroger in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Kroger position peaked at $21K in Q3 2015.
  • 829 funds tracked by Wall St. Rank held Kroger as of Q4 2015.

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