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Summit Trail Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Summit Trail Advisors’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-343
Closed -$18K – 487
2018
Q2 		$18K Buy
+343
New +$17.2K 0.01% 398
2018
Q1 		– Sell
-11
Closed -$1K – 1860
2017
Q4 		$1K Buy
+11
New +$485 ﹤0.01% 1913

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Summit Trail Advisors's INFO Position: Q3 2018 in Review

Summit Trail Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q3 2018, closing a stake of 343 shares — an estimated $18K sold.

Summit Trail Advisors first reported a position in INFO in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 433 funds tracked by Wall St. Rank hold INFO as of Q3 2018.

  • Summit Trail Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 343 IHS Markit Ltd. Common Shares shares in Q3 2018, an estimated $18K.
  • Summit Trail Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's IHS Markit Ltd. Common Shares position peaked at $18K in Q2 2018.
  • 433 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.