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Summit Trail Advisors’s Brinker International EAT Stock Holding History

Summit Trail Advisors’s Portfolio EAT Stock Details EAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-21
Closed -$1K – 776
2017
Q4 		$1K Buy
+21
New +$725 ﹤0.01% 1782

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JP Morgan Chase
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Franklin Resources
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Summit Trail Advisors sold out of Brinker International (EAT) in Q1 2018, closing a stake of 21 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in EAT in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 284 funds tracked by Wall St. Rank hold EAT as of Q1 2018.

  • Summit Trail Advisors reported no remaining Brinker International position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 21 Brinker International shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Brinker International in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Brinker International position peaked at $1K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Brinker International as of Q1 2018.

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