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Summit Securities Group’s Barron's 400 ETF BFOR Stock Holding History

Summit Securities Group’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$1K – 397
2014
Q4 		$1K Buy
+100
New +$772 ﹤0.01% 548

Other funds holding BFOR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Securities Group's BFOR Position: Q1 2015 in Review

Summit Securities Group sold out of Barron's 400 ETF (BFOR) in Q1 2015, closing a stake of 100 shares — an estimated $1K sold.

Summit Securities Group first reported a position in BFOR in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 17 funds tracked by Wall St. Rank hold BFOR as of Q1 2015.

  • Summit Securities Group reported no remaining Barron's 400 ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 100 Barron's 400 ETF shares in Q1 2015, an estimated $1K.
  • Summit Securities Group first reported a position in Barron's 400 ETF in Q4 2014 and held it in 1 quarter.
  • Summit Securities Group's Barron's 400 ETF position peaked at $1K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.