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Summit Financial Wealth Advisors’s Landstar System LSTR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,000
Closed -$65K – 274
2015
Q1 		$63K Sell
1,000
-800
-44% -$54.2K 0.04% 108
2014
Q4 		$131K Buy
+1,800
New +$134K 0.09% 80

Other funds holding LSTR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Summit Financial Wealth Advisors's LSTR Position: Q2 2015 in Review

Summit Financial Wealth Advisors sold out of Landstar System (LSTR) in Q2 2015, closing a stake of 1,000 shares — an estimated $65K sold.

Summit Financial Wealth Advisors first reported a position in LSTR in Q4 2014 and held it in 2 quarters. The position peaked at $131K in Q4 2014. 237 funds tracked by Wall St. Rank hold LSTR as of Q2 2015.

  • Summit Financial Wealth Advisors reported no remaining Landstar System position as of Q2 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Landstar System shares in Q2 2015, an estimated $65K.
  • Summit Financial Wealth Advisors first reported a position in Landstar System in Q4 2014 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Landstar System position peaked at $131K in Q4 2014.
  • 237 funds tracked by Wall St. Rank held Landstar System as of Q2 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.