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Summit Trail Advisors’s Independence Realty Trust IRT Stock Holding History

Summit Trail Advisors’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-159
Closed -$2K – 1049
2017
Q4 		$2K Buy
+159
New +$1.64K ﹤0.01% 1643

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BCWM
Blue Chip Wealth Management Miami Beach, Florida $127M AUM 40.67% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

Summit Trail Advisors sold out of Independence Realty Trust (IRT) in Q1 2018, closing a stake of 159 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in IRT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 172 funds tracked by Wall St. Rank hold IRT as of Q1 2018.

  • Summit Trail Advisors reported no remaining Independence Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 159 Independence Realty Trust shares in Q1 2018, an estimated $2K.
  • Summit Trail Advisors first reported a position in Independence Realty Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Independence Realty Trust position peaked at $2K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2018.

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