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Summit Trail Advisors’s Insteel Industries IIIN Stock Holding History

Summit Trail Advisors’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-29
Closed -$1K – 1023
2017
Q4 		$1K Buy
+29
New +$777 ﹤0.01% 1813

Other funds holding IIIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Summit Trail Advisors sold out of Insteel Industries (IIIN) in Q1 2018, closing a stake of 29 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in IIIN in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 116 funds tracked by Wall St. Rank hold IIIN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Insteel Industries position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 29 Insteel Industries shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Insteel Industries in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Insteel Industries position peaked at $1K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Insteel Industries as of Q1 2018.

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