Summit Trail Advisors’s International Bancshares IBOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7	Closed	–	–	1005
2017 Q4	$0	Buy	+7	New	+$282	﹤0.01%	2027

Other funds holding IBOC

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Summit Trail Advisors sold out of International Bancshares (IBOC) in Q1 2018, closing a stake of 7 shares.

Summit Trail Advisors first reported a position in IBOC in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 158 funds tracked by Wall St. Rank hold IBOC as of Q1 2018.

Summit Trail Advisors reported no remaining International Bancshares position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 7 International Bancshares shares in Q1 2018.
Summit Trail Advisors first reported a position in International Bancshares in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's International Bancshares position peaked at $0 in Q4 2017.
158 funds tracked by Wall St. Rank held International Bancshares as of Q1 2018.

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