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Summit Trail Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Summit Trail Advisors’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,200
Closed -$101K – 1051
2017
Q4 		$101K Buy
+2,200
New +$89.1K 0.01% 624

Other funds holding ITB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Summit Trail Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2018, closing a stake of 2,200 shares — an estimated $101K sold.

Summit Trail Advisors first reported a position in ITB in Q4 2017 and held it in 1 quarter. The position peaked at $101K in Q4 2017. 175 funds tracked by Wall St. Rank hold ITB as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,200 iShares US Home Construction ETF shares in Q1 2018, an estimated $101K.
  • Summit Trail Advisors first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares US Home Construction ETF position peaked at $101K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2018.

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