SFWA
VIAB

Summit Financial Wealth Advisors’s Viacom Inc. Class B VIAB Stock Holding History

Summit Financial Wealth Advisors’s Portfolio VIAB Stock Details VIAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,238
Closed -$96K – 235
2015
Q3 		$96K Buy
2,238
+1,783
+392% +$88.3K 0.06% 101
2015
Q2 		$29K Hold
455
– – 0.02% 178
2015
Q1 		$29K Hold
455
– – 0.02% 149
2014
Q4 		$34K Buy
+455
New +$33.3K 0.02% 136

Other funds holding VIAB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Summit Financial Wealth Advisors sold out of Viacom Inc. Class B (VIAB) in Q4 2015, closing a stake of 2,238 shares — an estimated $96K sold.

Summit Financial Wealth Advisors first reported a position in VIAB in Q4 2014 and held it in 4 quarters. The position peaked at $96K in Q3 2015. 608 funds tracked by Wall St. Rank hold VIAB as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Viacom Inc. Class B position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,238 Viacom Inc. Class B shares in Q4 2015, an estimated $96K.
  • Summit Financial Wealth Advisors first reported a position in Viacom Inc. Class B in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Viacom Inc. Class B position peaked at $96K in Q3 2015.
  • 608 funds tracked by Wall St. Rank held Viacom Inc. Class B as of Q4 2015.

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