SFWA
PQ

Summit Financial Wealth Advisors’s Petroquest Energy Inc Wd PQ Stock Holding History

Summit Financial Wealth Advisors’s Portfolio PQ Stock Details PQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-25,000
Closed -$87K – 153
2016
Q3 		$87K Buy
+25,000
New +$69.1K 0.04% 144

Other funds holding PQ

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OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial Wealth Advisors's PQ Position: Q4 2016 in Review

Summit Financial Wealth Advisors sold out of Petroquest Energy Inc Wd (PQ) in Q4 2016, closing a stake of 25,000 shares — an estimated $87K sold.

Summit Financial Wealth Advisors first reported a position in PQ in Q3 2016 and held it in 1 quarter. The position peaked at $87K in Q3 2016. 60 funds tracked by Wall St. Rank hold PQ as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Petroquest Energy Inc Wd position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 25,000 Petroquest Energy Inc Wd shares in Q4 2016, an estimated $87K.
  • Summit Financial Wealth Advisors first reported a position in Petroquest Energy Inc Wd in Q3 2016 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Petroquest Energy Inc Wd position peaked at $87K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held Petroquest Energy Inc Wd as of Q4 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.