SFWA
MBLY

Summit Financial Wealth Advisors’s Mobileye N.V. MBLY Stock Holding History

Summit Financial Wealth Advisors’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-500
Closed -$22K – 240
2015
Q3 		$22K Buy
+500
New +$27.5K 0.01% 157

Other funds holding MBLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Mobileye N.V. (MBLY) in Q4 2015, closing a stake of 500 shares — an estimated $22K sold.

Summit Financial Wealth Advisors first reported a position in MBLY in Q3 2015 and held it in 1 quarter. The position peaked at $22K in Q3 2015. 325 funds tracked by Wall St. Rank hold MBLY as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Mobileye N.V. position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 500 Mobileye N.V. shares in Q4 2015, an estimated $22K.
  • Summit Financial Wealth Advisors first reported a position in Mobileye N.V. in Q3 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Mobileye N.V. position peaked at $22K in Q3 2015.
  • 325 funds tracked by Wall St. Rank held Mobileye N.V. as of Q4 2015.

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