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Summit Financial Wealth Advisors’s Plug Power PLUG Stock Holding History

Summit Financial Wealth Advisors’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed – – 192
2015
Q3 		$0 Buy
+400
New +$852 ﹤0.01% 249

Other funds holding PLUG

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Plug Power (PLUG) in Q4 2015, closing a stake of 400 shares.

Summit Financial Wealth Advisors first reported a position in PLUG in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 120 funds tracked by Wall St. Rank hold PLUG as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Plug Power position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 400 Plug Power shares in Q4 2015.
  • Summit Financial Wealth Advisors first reported a position in Plug Power in Q3 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Plug Power position peaked at $0 in Q3 2015.
  • 120 funds tracked by Wall St. Rank held Plug Power as of Q4 2015.

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