Summit Trail Advisors
IPHI

Summit Trail Advisors’s INPHI CORPORATION IPHI Stock Holding History

Summit Trail Advisors’s Portfolio IPHI Stock Details IPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-464
Closed -$15K – 493
2018
Q2 		$15K Buy
+464
New +$15.2K 0.01% 412
2018
Q1 		– Sell
-18
Closed -$1K – 1907
2017
Q4 		$1K Buy
+18
New +$706 ﹤0.01% 1920

Other funds holding IPHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Maverick Capital
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Summit Trail Advisors sold out of INPHI CORPORATION (IPHI) in Q3 2018, closing a stake of 464 shares — an estimated $15K sold.

Summit Trail Advisors first reported a position in IPHI in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 147 funds tracked by Wall St. Rank hold IPHI as of Q3 2018.

  • Summit Trail Advisors reported no remaining INPHI CORPORATION position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 464 INPHI CORPORATION shares in Q3 2018, an estimated $15K.
  • Summit Trail Advisors first reported a position in INPHI CORPORATION in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's INPHI CORPORATION position peaked at $15K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held INPHI CORPORATION as of Q3 2018.

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