Summit Trail Advisors’s Banco Bradesco BBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,218	Closed	-$9K	–	548
2017 Q4	$9K	Buy	+1,218	New	+$7.29K	﹤0.01%	1240

Other funds holding BBD

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Summit Trail Advisors sold out of Banco Bradesco (BBD) in Q1 2018, closing a stake of 1,218 shares — an estimated $9K sold.

Summit Trail Advisors first reported a position in BBD in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 202 funds tracked by Wall St. Rank hold BBD as of Q1 2018.

Summit Trail Advisors reported no remaining Banco Bradesco position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,218 Banco Bradesco shares in Q1 2018, an estimated $9K.
Summit Trail Advisors first reported a position in Banco Bradesco in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Banco Bradesco position peaked at $9K in Q4 2017.
202 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2018.

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