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Summit Financial Wealth Advisors’s Thor Industries THO Stock Holding History

Summit Financial Wealth Advisors’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-191
Closed -$9K – 204
2015
Q3 		$9K Hold
191
– – 0.01% 191
2015
Q2 		$10K Hold
191
– – 0.01% 231
2015
Q1 		$12K Buy
+191
New +$11.4K 0.01% 195

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Thor Industries (THO) in Q4 2015, closing a stake of 191 shares — an estimated $9K sold.

Summit Financial Wealth Advisors first reported a position in THO in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 339 funds tracked by Wall St. Rank hold THO as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Thor Industries position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 191 Thor Industries shares in Q4 2015, an estimated $9K.
  • Summit Financial Wealth Advisors first reported a position in Thor Industries in Q1 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Thor Industries position peaked at $12K in Q1 2015.
  • 339 funds tracked by Wall St. Rank held Thor Industries as of Q4 2015.

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