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Summit Financial Wealth Advisors’s NOV NOV Stock Holding History

Summit Financial Wealth Advisors’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-195
Closed -$13K – 251
2014
Q4 		$13K Buy
+195
New +$13.6K 0.01% 195

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Financial Wealth Advisors's NOV Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of NOV (NOV) in Q1 2015, closing a stake of 195 shares — an estimated $13K sold.

Summit Financial Wealth Advisors first reported a position in NOV in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 826 funds tracked by Wall St. Rank hold NOV as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining NOV position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 195 NOV shares in Q1 2015, an estimated $13K.
  • Summit Financial Wealth Advisors first reported a position in NOV in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's NOV position peaked at $13K in Q4 2014.
  • 826 funds tracked by Wall St. Rank held NOV as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.