Summit Trail Advisors’s Education Realty Trust Inc EDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6	Closed	–	–	2072
2017 Q4	$0	Buy	+6	New	+$216	﹤0.01%	2169

Other funds holding EDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

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

Summit Trail Advisors sold out of Education Realty Trust Inc (EDR) in Q1 2018, closing a stake of 6 shares.

Summit Trail Advisors first reported a position in EDR in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 226 funds tracked by Wall St. Rank hold EDR as of Q1 2018.

Summit Trail Advisors reported no remaining Education Realty Trust Inc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 6 Education Realty Trust Inc shares in Q1 2018.
Summit Trail Advisors first reported a position in Education Realty Trust Inc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Education Realty Trust Inc position peaked at $0 in Q4 2017.
226 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2018.

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