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Summit Financial Wealth Advisors’s Nathan's Famous NATH Stock Holding History

Summit Financial Wealth Advisors’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-620
Closed -$22K – 245
2015
Q2 		$22K Hold
620
– – 0.01% 188
2015
Q1 		$27K Buy
+620
New +$47.3K 0.02% 151

Other funds holding NATH

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Summit Financial Wealth Advisors's NATH Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Nathan's Famous (NATH) in Q3 2015, closing a stake of 620 shares — an estimated $22K sold.

Summit Financial Wealth Advisors first reported a position in NATH in Q1 2015 and held it in 2 quarters. The position peaked at $27K in Q1 2015. 40 funds tracked by Wall St. Rank hold NATH as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Nathan's Famous position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 620 Nathan's Famous shares in Q3 2015, an estimated $22K.
  • Summit Financial Wealth Advisors first reported a position in Nathan's Famous in Q1 2015 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Nathan's Famous position peaked at $27K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Nathan's Famous as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.