Summit Trail Advisors’s Sotheby's BID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,339	Closed	-$71K	–	1998
2017 Q4	$71K	Buy	+1,339	New	+$66.8K	0.01%	723

Other funds holding BID

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Summit Trail Advisors sold out of Sotheby's (BID) in Q1 2018, closing a stake of 1,339 shares — an estimated $71K sold.

Summit Trail Advisors first reported a position in BID in Q4 2017 and held it in 1 quarter. The position peaked at $71K in Q4 2017. 218 funds tracked by Wall St. Rank hold BID as of Q1 2018.

Summit Trail Advisors reported no remaining Sotheby's position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,339 Sotheby's shares in Q1 2018, an estimated $71K.
Summit Trail Advisors first reported a position in Sotheby's in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Sotheby's position peaked at $71K in Q4 2017.
218 funds tracked by Wall St. Rank held Sotheby's as of Q1 2018.

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