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Summit Securities Group’s Banner Corp BANR Stock Holding History

Summit Securities Group’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,868
Closed -$97K – 423
2013
Q2 		$97K Buy
+2,868
New +$92.5K 0.05% 128

Other funds holding BANR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Summit Securities Group's BANR Position: Q3 2013 in Review

Summit Securities Group sold out of Banner Corp (BANR) in Q3 2013, closing a stake of 2,868 shares — an estimated $97K sold.

Summit Securities Group first reported a position in BANR in Q2 2013 and held it in 1 quarter. The position peaked at $97K in Q2 2013. 141 funds tracked by Wall St. Rank hold BANR as of Q3 2013.

  • Summit Securities Group reported no remaining Banner Corp position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 2,868 Banner Corp shares in Q3 2013, an estimated $97K.
  • Summit Securities Group first reported a position in Banner Corp in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's Banner Corp position peaked at $97K in Q2 2013.
  • 141 funds tracked by Wall St. Rank held Banner Corp as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.