Summit Trail Advisors’s Alarm.com ALRM Stock Holding History

Summit Trail Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,669	Closed	-$63K	–	468
2017 Q4	$63K	Buy	+1,669	New	+$72K	0.01%	758

Other funds holding ALRM

TCMV

Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Summit Trail Advisors's ALRM Position: Q1 2018 in Review

Summit Trail Advisors sold out of Alarm.com (ALRM) in Q1 2018, closing a stake of 1,669 shares — an estimated $63K sold.

Summit Trail Advisors first reported a position in ALRM in Q4 2017 and held it in 1 quarter. The position peaked at $63K in Q4 2017. 195 funds tracked by Wall St. Rank hold ALRM as of Q1 2018.

Summit Trail Advisors reported no remaining Alarm.com position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,669 Alarm.com shares in Q1 2018, an estimated $63K.
Summit Trail Advisors first reported a position in Alarm.com in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Alarm.com position peaked at $63K in Q4 2017.
195 funds tracked by Wall St. Rank held Alarm.com as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.