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Summit Financial Wealth Advisors’s Under Armour UAA Stock Holding History

Summit Financial Wealth Advisors’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,760
Closed -$181K – 207
2015
Q3 		$181K Sell
3,760
-3,620
-49% -$172K 0.12% 80
2015
Q2 		$307K Hold
7,380
– – 0.19% 72
2015
Q1 		$285K Sell
7,380
-2,170
-23% -$79.8K 0.19% 60
2014
Q4 		$324K Buy
+9,550
New +$322K 0.22% 52

Other funds holding UAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Under Armour (UAA) in Q4 2015, closing a stake of 3,760 shares — an estimated $181K sold.

Summit Financial Wealth Advisors first reported a position in UAA in Q4 2014 and held it in 4 quarters. The position peaked at $324K in Q4 2014. 644 funds tracked by Wall St. Rank hold UAA as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Under Armour position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,760 Under Armour shares in Q4 2015, an estimated $181K.
  • Summit Financial Wealth Advisors first reported a position in Under Armour in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Under Armour position peaked at $324K in Q4 2014.
  • 644 funds tracked by Wall St. Rank held Under Armour as of Q4 2015.

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