WCM
SUM

WealthBridge Capital Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

WealthBridge Capital Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,237
Closed -$36K – 914
2019
Q1 		$36K Sell
2,237
-1,809
-45% -$28.3K 0.02% 344
2018
Q4 		$49K Buy
+4,046
New +$55.9K 0.04% 251

Other funds holding SUM

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthBridge Capital Management's SUM Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2019, closing a stake of 2,237 shares — an estimated $36K sold.

WealthBridge Capital Management first reported a position in SUM in Q4 2018 and held it in 2 quarters. The position peaked at $49K in Q4 2018. 178 funds tracked by Wall St. Rank hold SUM as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,237 Summit Materials, Inc. Class A Common Stock shares in Q2 2019, an estimated $36K.
  • WealthBridge Capital Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Summit Materials, Inc. Class A Common Stock position peaked at $49K in Q4 2018.
  • 178 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.