Summit Wealth & Retirement Planning’s CrossAmerica Partners CAPL Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-23,296	Closed	-$374K	–	120
2019 Q2	$374K	Sell	23,296 -8,403	-27%	-$141K	0.22%	95
2019 Q1	$579K	Hold	31,699	–	–	0.34%	72
2018 Q4	$449K	Buy	+31,699	New	+$510K	0.34%	66

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Summit Wealth & Retirement Planning's CAPL Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of CrossAmerica Partners (CAPL) in Q3 2019, closing a stake of 23,296 shares — an estimated $374K sold.

Summit Wealth & Retirement Planning first reported a position in CAPL in Q4 2018 and held it in 3 quarters. The position peaked at $579K in Q1 2019. 47 funds tracked by Wall St. Rank hold CAPL as of Q3 2019.

Summit Wealth & Retirement Planning reported no remaining CrossAmerica Partners position as of Q3 2019 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 23,296 CrossAmerica Partners shares in Q3 2019, an estimated $374K.
Summit Wealth & Retirement Planning first reported a position in CrossAmerica Partners in Q4 2018 and held it in 3 quarters.
Summit Wealth & Retirement Planning's CrossAmerica Partners position peaked at $579K in Q1 2019.
47 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.