Summit Trail Advisors’s Hilltop Holdings HTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-190	Closed	-$5K	–	988
2017 Q4	$5K	Buy	+190	New	+$4.66K	﹤0.01%	1416

Other funds holding HTH

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Summit Trail Advisors sold out of Hilltop Holdings (HTH) in Q1 2018, closing a stake of 190 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in HTH in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 173 funds tracked by Wall St. Rank hold HTH as of Q1 2018.

Summit Trail Advisors reported no remaining Hilltop Holdings position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 190 Hilltop Holdings shares in Q1 2018, an estimated $5K.
Summit Trail Advisors first reported a position in Hilltop Holdings in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Hilltop Holdings position peaked at $5K in Q4 2017.
173 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2018.

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