STA
INST

Summit Trail Advisors’s Instructure, Inc. INST Stock Holding History

Summit Trail Advisors’s Portfolio INST Stock Details INST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-124,780
Closed -$4.68M – 142
2018
Q4 		$4.68M Sell
124,780
-8,828
-7% -$311K 1.66% 15
2018
Q3 		$4.73M Hold
133,608
– – 1.04% 20
2018
Q2 		$5.68M Hold
133,608
– – 1.99% 8
2018
Q1 		$5.63M Hold
133,608
– – 0.96% 19
2017
Q4 		$4.42M Buy
+133,608
New +$4.55M 0.56% 32

Other funds holding INST

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Summit Trail Advisors's INST Position: Q1 2019 in Review

Summit Trail Advisors sold out of Instructure, Inc. (INST) in Q1 2019, closing a stake of 124,780 shares — an estimated $4.68M sold.

Summit Trail Advisors first reported a position in INST in Q4 2017 and held it in 5 quarters. The position peaked at $5.68M in Q2 2018. 137 funds tracked by Wall St. Rank hold INST as of Q1 2019.

  • Summit Trail Advisors reported no remaining Instructure, Inc. position as of Q1 2019 after selling out during the quarter.
  • Summit Trail Advisors sold 124,780 Instructure, Inc. shares in Q1 2019, an estimated $4.68M.
  • Summit Trail Advisors first reported a position in Instructure, Inc. in Q4 2017 and held it in 5 quarters.
  • Summit Trail Advisors's Instructure, Inc. position peaked at $5.68M in Q2 2018.
  • 137 funds tracked by Wall St. Rank held Instructure, Inc. as of Q1 2019.

Based on Summit Trail Advisors's 13F filing for Q1 2019, filed 16 May 2019.