Summit Trail Advisors
EVBG icon

Summit Trail Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Summit Trail Advisors’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,767
Closed -$84K – 465
2018
Q2 		$84K Buy
+1,767
New +$75.2K 0.03% 234

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Vanguard Group
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Wellington Management Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSCM
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Putnam Investments
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Summit Trail Advisors's EVBG Position: Q3 2018 in Review

Summit Trail Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2018, closing a stake of 1,767 shares — an estimated $84K sold.

Summit Trail Advisors first reported a position in EVBG in Q2 2018 and held it in 1 quarter. The position peaked at $84K in Q2 2018. 162 funds tracked by Wall St. Rank hold EVBG as of Q3 2018.

  • Summit Trail Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,767 Everbridge, Inc. Common Stock shares in Q3 2018, an estimated $84K.
  • Summit Trail Advisors first reported a position in Everbridge, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
  • Summit Trail Advisors's Everbridge, Inc. Common Stock position peaked at $84K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.