Summit Trail Advisors
CSII

Summit Trail Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

Summit Trail Advisors’s Portfolio CSII Stock Details CSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-85
Closed -$2K – 1804
2017
Q4 		$2K Buy
+85
New +$2.14K ﹤0.01% 1700

Other funds holding CSII

Wellington Management Group
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BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Summit Trail Advisors sold out of Cardiovascular Systems, Inc. (CSII) in Q1 2018, closing a stake of 85 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in CSII in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 128 funds tracked by Wall St. Rank hold CSII as of Q1 2018.

  • Summit Trail Advisors reported no remaining Cardiovascular Systems, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 85 Cardiovascular Systems, Inc. shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in Cardiovascular Systems, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Cardiovascular Systems, Inc. position peaked at $2K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q1 2018.

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