SFWA
OSB

Summit Financial Wealth Advisors’s Norbord Inc. OSB Stock Holding History

Summit Financial Wealth Advisors’s Portfolio OSB Stock Details OSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-67,302
Closed -$1.79M – 140
2018
Q4 		$1.79M Sell
67,302
-123,822
-65% -$3.37M 0.58% 47
2018
Q3 		$5.26M Buy
191,124
+83,649
+78% +$3.27M 1.57% 18
2018
Q2 		$3.9M Sell
107,475
-1,750
-2% -$72K 1.31% 23
2018
Q1 		$3.97M Buy
+109,225
New +$3.9M 1.3% 23

Other funds holding OSB

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Summit Financial Wealth Advisors's OSB Position: Q1 2019 in Review

Summit Financial Wealth Advisors sold out of Norbord Inc. (OSB) in Q1 2019, closing a stake of 67,302 shares — an estimated $1.79M sold.

Summit Financial Wealth Advisors first reported a position in OSB in Q1 2018 and held it in 4 quarters. The position peaked at $5.26M in Q3 2018. 103 funds tracked by Wall St. Rank hold OSB as of Q1 2019.

  • Summit Financial Wealth Advisors reported no remaining Norbord Inc. position as of Q1 2019 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 67,302 Norbord Inc. shares in Q1 2019, an estimated $1.79M.
  • Summit Financial Wealth Advisors first reported a position in Norbord Inc. in Q1 2018 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Norbord Inc. position peaked at $5.26M in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Norbord Inc. as of Q1 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2019, filed 1 May 2019.