Summit Financial Strategies Inc (1625246) Portfolio


Number of Companies: 22
Inflow: $754 K
Outflow: $-7,011 K
Net Flow: $-6,257 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


Receive a FREE weekly executive review of stocks moving into the top 10, taking the top industy spot or moving up within their industry. Sent directly to your Inbox every Saturday. Sign up today and get last week's review immediately sent to you.

We value and respect your privacy. Please read our Terms and Conditions which states our firm commitment to your privacy. Your email address will not be shared with a third party, nor will it be sold or used for purposes other than subscription for the weekly review.

Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3072 34 Microsoft Corp (MSFT) Infrastructure Software 14,549 Added More 7,900 $51.17 $404 $744
175 2 3m Co (MMM) Containers And Packaging 1,326 New Holding 1,326 $175.12 $232 $232
3062 63 Atandt Inc (T) Telecom Carriers 12,038 Added More 1,000 $43.21 $43 $520
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 5,289 Added More 316 $93.74 $29 $495
3077 22 Procter And Gamble Cothe (PG) Household Products 10,349 Added More 301 $84.67 $25 $876
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 6,761 Added More 312 $55.84 $17 $377
3079 54 Apple Inc (AAPL) Communications Equipment 6,533 Added More 19 $95.60 $1 $624
2861 30 Abbott Laboratories (ABT) Life Science Equipment 5,207 Added More 19 $39.31 $0 $204
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 3,420 No Change 0 $62.14 $0 $212
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 4,088 No Change 0 $73.55 $0 $300
3067 10 Lockheed Martin Corp (LMT) Defense Primes 917 No Change 0 $248.17 $0 $227
3059 25 Pepsico Inc (PEP) Beverages 2,687 No Change 0 $105.94 $0 $284
3040 9 Abbvie Inc (ABBV) Large Pharma 4,466 No Change 0 $61.91 $0 $276
3064 14 Walt Disney Cothe (DIS) Entertainment Content 2,237 No Change 0 $97.82 $0 $218
3065 7 Philip Morris International (PM) Tobacco 3,950 No Change 0 $101.72 $0 $401
2747 45 Cincinnati Financial Corp (CINF) P And C Insurance 6,797 Sold Some -100 $74.89 $-7 $509
3023 7 Merck And Co Inc (MRK) Large Pharma 7,733 Sold Some -150 $57.61 $-8 $445
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 2,703 Sold Some -375 $104.15 $-39 $281
3049 6 General Electric Co (GE) Electrical Power Equipment 7,452 Sold Some -5,676 $31.48 $-178 $234
2192 14 Worthington Industries (WOR) Steel Producers 0 Sold All -5,909 $42.30 $-249 $0
3022 6 Altria Group Inc (MO) Tobacco 0 Sold All -7,362 $68.96 $-507 $0
2460 16 Packaging Corp Of America (PKG) Containers And Packaging 0 Sold All -89,949 $66.93 $-6,020 $0