Summit Trail Advisors’s Designer Brands DBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-120	Closed	-$3K	–	737
2017 Q4	$3K	Buy	+120	New	+$2.46K	﹤0.01%	1537

Other funds holding DBI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Summit Trail Advisors sold out of Designer Brands (DBI) in Q1 2018, closing a stake of 120 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in DBI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 258 funds tracked by Wall St. Rank hold DBI as of Q1 2018.

Summit Trail Advisors reported no remaining Designer Brands position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 120 Designer Brands shares in Q1 2018, an estimated $3K.
Summit Trail Advisors first reported a position in Designer Brands in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Designer Brands position peaked at $3K in Q4 2017.
258 funds tracked by Wall St. Rank held Designer Brands as of Q1 2018.

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