SFWA
SPN

Summit Financial Wealth Advisors’s Superior Energy Services, Inc. SPN Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$84K – 163
2018
Q2 		$84K Hold
1,000
– – 0.03% 136
2018
Q1 		$84K Hold
1,000
– – 0.03% 144
2017
Q4 		$96K Hold
1,000
– – 0.03% 142
2017
Q3 		$107K Buy
+1,000
New +$98.7K 0.04% 136

Other funds holding SPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial Wealth Advisors's SPN Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Superior Energy Services, Inc. (SPN) in Q3 2018, closing a stake of 1,000 shares — an estimated $84K sold.

Summit Financial Wealth Advisors first reported a position in SPN in Q3 2017 and held it in 4 quarters. The position peaked at $107K in Q3 2017. 238 funds tracked by Wall St. Rank hold SPN as of Q3 2018.

  • Summit Financial Wealth Advisors reported no remaining Superior Energy Services, Inc. position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,000 Superior Energy Services, Inc. shares in Q3 2018, an estimated $84K.
  • Summit Financial Wealth Advisors first reported a position in Superior Energy Services, Inc. in Q3 2017 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Superior Energy Services, Inc. position peaked at $107K in Q3 2017.
  • 238 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.