Summit Trail Advisors’s Cemex CX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-291	Closed	-$2K	–	728
2017 Q4	$2K	Buy	+291	New	+$2.3K	﹤0.01%	1628

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

Summit Trail Advisors sold out of Cemex (CX) in Q1 2018, closing a stake of 291 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in CX in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 287 funds tracked by Wall St. Rank hold CX as of Q1 2018.

Summit Trail Advisors reported no remaining Cemex position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 291 Cemex shares in Q1 2018, an estimated $2K.
Summit Trail Advisors first reported a position in Cemex in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Cemex position peaked at $2K in Q4 2017.
287 funds tracked by Wall St. Rank held Cemex as of Q1 2018.

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