Westside Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Westside Investment 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
2018 Q2	–	Sell	-418	Closed	-$11.8K	–	856
2018 Q1	$11.8K	Hold	418	–	–	0.01%	513
2017 Q4	$13K	Buy	418 +43	+11%	+$1.29K	0.01%	510
2017 Q3	$11.5K	Sell	375 -87	-19%	-$2.47K	0.01%	517
2017 Q2	$13.2K	Hold	462	–	–	0.01%	475
2017 Q1	$10.7K	Sell	462 -54	-10%	-$1.27K	0.01%	480
2016 Q4	$11.9K	Buy	+516	New	+$10.8K	0.01%	362

Other funds holding SUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TBC

Three Bays Capital Boston, Massachusetts $848M AUM 7.41% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Westside Investment Management's SUM Position: Q2 2018 in Review

Westside Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q2 2018, closing a stake of 418 shares — an estimated $11.8K sold.

Westside Investment Management first reported a position in SUM in Q4 2016 and held it in 6 quarters. The position peaked at $13.2K in Q2 2017. 211 funds tracked by Wall St. Rank hold SUM as of Q2 2018.

Westside Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
Westside Investment Management sold 418 Summit Materials, Inc. Class A Common Stock shares in Q2 2018, an estimated $11.8K.
Westside Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2016 and held it in 6 quarters.
Westside Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $13.2K in Q2 2017.
211 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.