Summit Financial Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

Summit Financial Wealth Advisors’s Portfolio TWTR Stock Details TWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-400	Closed	-$10K	–	227
2015 Q3	$10K	Hold	400	–	–	0.01%	187
2015 Q2	$14K	Hold	400	–	–	0.01%	216
2015 Q1	$15K	Sell	400 -1,600	-80%	-$70.9K	0.01%	183
2014 Q4	$72K	Buy	+2,000	New	+$85.1K	0.05%	104

Other funds holding TWTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2015, closing a stake of 400 shares — an estimated $10K sold.

Summit Financial Wealth Advisors first reported a position in TWTR in Q4 2014 and held it in 4 quarters. The position peaked at $72K in Q4 2014. 506 funds tracked by Wall St. Rank hold TWTR as of Q4 2015.

Summit Financial Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 400 Twitter, Inc. shares in Q4 2015, an estimated $10K.
Summit Financial Wealth Advisors first reported a position in Twitter, Inc. in Q4 2014 and held it in 4 quarters.
Summit Financial Wealth Advisors's Twitter, Inc. position peaked at $72K in Q4 2014.
506 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2015.

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