STA
GTLS

Summit Trail Advisors’s Chart Industries GTLS Stock Holding History

Summit Trail Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,303
Closed -$327K – 930
2017
Q4 		$327K Buy
+6,303
New +$281K 0.04% 301

Other funds holding GTLS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Summit Trail Advisors sold out of Chart Industries (GTLS) in Q1 2018, closing a stake of 6,303 shares — an estimated $327K sold.

Summit Trail Advisors first reported a position in GTLS in Q4 2017 and held it in 1 quarter. The position peaked at $327K in Q4 2017. 197 funds tracked by Wall St. Rank hold GTLS as of Q1 2018.

  • Summit Trail Advisors reported no remaining Chart Industries position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 6,303 Chart Industries shares in Q1 2018, an estimated $327K.
  • Summit Trail Advisors first reported a position in Chart Industries in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Chart Industries position peaked at $327K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held Chart Industries as of Q1 2018.

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