Summit Trail Advisors
AIMC

Summit Trail Advisors’s Altra Industrial Motion Corp AIMC Stock Holding History

Summit Trail Advisors’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,827
Closed -$117K – 250
2018
Q3 		$117K Sell
2,827
-110
-4% -$4.6K 0.03% 255
2018
Q2 		$127K Buy
+2,937
New +$128K 0.04% 182
2018
Q1 		– Sell
-3,467
Closed -$179K – 1805
2017
Q4 		$179K Buy
+3,467
New +$166K 0.02% 461

Other funds holding AIMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Trail Advisors's AIMC Position: Q4 2018 in Review

Summit Trail Advisors sold out of Altra Industrial Motion Corp (AIMC) in Q4 2018, closing a stake of 2,827 shares — an estimated $117K sold.

Summit Trail Advisors first reported a position in AIMC in Q4 2017 and held it in 3 quarters. The position peaked at $179K in Q4 2017. 202 funds tracked by Wall St. Rank hold AIMC as of Q4 2018.

  • Summit Trail Advisors reported no remaining Altra Industrial Motion Corp position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,827 Altra Industrial Motion Corp shares in Q4 2018, an estimated $117K.
  • Summit Trail Advisors first reported a position in Altra Industrial Motion Corp in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Altra Industrial Motion Corp position peaked at $179K in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.