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Summit Trail Advisors’s Artisan Partners APAM Stock Holding History

Summit Trail Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-65
Closed -$3K – 499
2017
Q4 		$3K Buy
+65
New +$2.41K ﹤0.01% 1524

Other funds holding APAM

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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Summit Trail Advisors sold out of Artisan Partners (APAM) in Q1 2018, closing a stake of 65 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in APAM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 229 funds tracked by Wall St. Rank hold APAM as of Q1 2018.

  • Summit Trail Advisors reported no remaining Artisan Partners position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 65 Artisan Partners shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Artisan Partners in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Artisan Partners position peaked at $3K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2018.

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