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Summit Trail Advisors’s Franklin Electric FELE Stock Holding History

Summit Trail Advisors’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,774
Closed -$171K – 847
2017
Q4 		$171K Buy
+3,774
New +$170K 0.02% 481

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Dimensional Fund Advisors
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CCM
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
State Street
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Summit Trail Advisors's FELE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Franklin Electric (FELE) in Q1 2018, closing a stake of 3,774 shares — an estimated $171K sold.

Summit Trail Advisors first reported a position in FELE in Q4 2017 and held it in 1 quarter. The position peaked at $171K in Q4 2017. 177 funds tracked by Wall St. Rank hold FELE as of Q1 2018.

  • Summit Trail Advisors reported no remaining Franklin Electric position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,774 Franklin Electric shares in Q1 2018, an estimated $171K.
  • Summit Trail Advisors first reported a position in Franklin Electric in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Franklin Electric position peaked at $171K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2018.

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