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Summit Securities Group’s UFP Technologies UFPT Stock Holding History

Summit Securities Group’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$5K – 801
2014
Q2 		$5K Buy
+200
New +$4.99K ﹤0.01% 442

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HCM
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Mawer Investment Management
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Wellington Management Group
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Summit Securities Group's UFPT Position: Q3 2014 in Review

Summit Securities Group sold out of UFP Technologies (UFPT) in Q3 2014, closing a stake of 200 shares — an estimated $5K sold.

Summit Securities Group first reported a position in UFPT in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 65 funds tracked by Wall St. Rank hold UFPT as of Q3 2014.

  • Summit Securities Group reported no remaining UFP Technologies position as of Q3 2014 after selling out during the quarter.
  • Summit Securities Group sold 200 UFP Technologies shares in Q3 2014, an estimated $5K.
  • Summit Securities Group first reported a position in UFP Technologies in Q2 2014 and held it in 1 quarter.
  • Summit Securities Group's UFP Technologies position peaked at $5K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2014.

Based on Summit Securities Group's 13F filing for Q3 2014, filed 13 Nov 2014.