WFG Advisors’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

WFG Advisors’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
2017 Q2	$30K	Hold	1,059	–	–	0.01%	848
2017 Q1	$25K	Hold	1,059	–	–	0.01%	838
2016 Q4	$24K	Hold	1,059	–	–	0.01%	896
2016 Q3	$19K	Hold	1,059	–	–	﹤0.01%	962
2016 Q2	$21K	Hold	1,059	–	–	0.01%	909
2016 Q1	$20K	Hold	1,059	–	–	0.01%	897
2015 Q4	$20K	Hold	1,059	–	–	0.01%	899
2015 Q3	$19K	Hold	1,059	–	–	0.01%	914
2015 Q2	$26K	Hold	1,059	–	–	0.01%	905
2015 Q1	$22K	Buy	+1,059	New	+$21.5K	0.01%	959

Other funds holding SUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

WFG Advisors's SUM Position: Q2 2017 in Review

WFG Advisors held its Summit Materials, Inc. Class A Common Stock (SUM) position steady in Q2 2017 at 1,059 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #848.

WFG Advisors first reported a position in SUM in Q1 2015 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold SUM as of Q2 2017.

WFG Advisors held 1,059 shares of Summit Materials, Inc. Class A Common Stock worth $30K as of Q2 2017.
WFG Advisors left its Summit Materials, Inc. Class A Common Stock share count unchanged in Q2 2017.
Summit Materials, Inc. Class A Common Stock made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #848 holding.
WFG Advisors first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2015 and has held it in 10 quarters since.
211 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.