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Summit Securities Group’s Willis Lease Finance WLFC Stock Holding History

Summit Securities Group’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12
Closed – – 601
2013
Q4 		$0 Buy
+12
New +$68 ﹤0.01% 600

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CCM
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BIT
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MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BCM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Summit Securities Group's WLFC Position: Q1 2014 in Review

Summit Securities Group sold out of Willis Lease Finance (WLFC) in Q1 2014, closing a stake of 12 shares.

Summit Securities Group first reported a position in WLFC in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 36 funds tracked by Wall St. Rank hold WLFC as of Q1 2014.

  • Summit Securities Group reported no remaining Willis Lease Finance position as of Q1 2014 after selling out during the quarter.
  • Summit Securities Group sold 12 Willis Lease Finance shares in Q1 2014.
  • Summit Securities Group first reported a position in Willis Lease Finance in Q4 2013 and held it in 1 quarter.
  • Summit Securities Group's Willis Lease Finance position peaked at $0 in Q4 2013.
  • 36 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2014.

Based on Summit Securities Group's 13F filing for Q1 2014, filed 17 Apr 2014.