SFWA
TSN icon

Summit Financial Wealth Advisors’s Tyson Foods TSN Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,787
Closed -$424K – 158
2018
Q2 		$424K Hold
5,787
– – 0.14% 91
2018
Q1 		$424K Buy
5,787
+1,925
+50% +$147K 0.14% 91
2017
Q4 		$313K Buy
+3,862
New +$296K 0.11% 102
2016
Q4 		– Sell
-21,819
Closed -$1.63M – 146
2016
Q3 		$1.63M Buy
+21,819
New +$1.6M 0.71% 43

Other funds holding TSN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Tyson Foods (TSN) in Q3 2018, closing a stake of 5,787 shares — an estimated $424K sold.

Summit Financial Wealth Advisors first reported a position in TSN in Q3 2016 and held it in 4 quarters. The position peaked at $1.63M in Q3 2016. 679 funds tracked by Wall St. Rank hold TSN as of Q3 2018.

  • Summit Financial Wealth Advisors reported no remaining Tyson Foods position as of Q3 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 5,787 Tyson Foods shares in Q3 2018, an estimated $424K.
  • Summit Financial Wealth Advisors first reported a position in Tyson Foods in Q3 2016 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Tyson Foods position peaked at $1.63M in Q3 2016.
  • 679 funds tracked by Wall St. Rank held Tyson Foods as of Q3 2018.

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