SFWA
SSI

Summit Financial Wealth Advisors’s Stage Stores Inc SSI Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-13,213
Closed -$74K – 150
2016
Q3 		$74K Buy
13,213
+958
+8% +$5.36K 0.03% 146
2016
Q2 		$60K Sell
12,255
-167
-1% -$1.04K 0.03% 143
2016
Q1 		$100K Buy
+12,422
New +$99.8K 0.04% 135

Other funds holding SSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Stage Stores Inc (SSI) in Q4 2016, closing a stake of 13,213 shares — an estimated $74K sold.

Summit Financial Wealth Advisors first reported a position in SSI in Q1 2016 and held it in 3 quarters. The position peaked at $100K in Q1 2016. 115 funds tracked by Wall St. Rank hold SSI as of Q4 2016.

  • Summit Financial Wealth Advisors reported no remaining Stage Stores Inc position as of Q4 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 13,213 Stage Stores Inc shares in Q4 2016, an estimated $74K.
  • Summit Financial Wealth Advisors first reported a position in Stage Stores Inc in Q1 2016 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Stage Stores Inc position peaked at $100K in Q1 2016.
  • 115 funds tracked by Wall St. Rank held Stage Stores Inc as of Q4 2016.

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