STA
CHCT

Summit Trail Advisors’s Community Healthcare Trust CHCT Stock Holding History

Summit Trail Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20
Closed -$1K – 650
2017
Q4 		$1K Buy
+20
New +$553 ﹤0.01% 1768

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Royal Bank of Canada
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CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SFM
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DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
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ACB
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Summit Trail Advisors's CHCT Position: Q1 2018 in Review

Summit Trail Advisors sold out of Community Healthcare Trust (CHCT) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in CHCT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 117 funds tracked by Wall St. Rank hold CHCT as of Q1 2018.

  • Summit Trail Advisors reported no remaining Community Healthcare Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 20 Community Healthcare Trust shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Community Healthcare Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Community Healthcare Trust position peaked at $1K in Q4 2017.
  • 117 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2018.

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