STA
EVBG

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

Other funds holding EVBG

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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.