Summit Trail Advisors
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Summit Trail Advisors’s Ituran Location and Control ITRN Stock Holding History

Summit Trail Advisors’s Portfolio ITRN Stock Details ITRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,513
Closed -$46K – 365
2018
Q2 		$46K Buy
+1,513
New +$47.8K 0.02% 310
2018
Q1 		– Sell
-5,789
Closed -$202K – 1054
2017
Q4 		$202K Buy
+5,789
New +$207K 0.03% 421

Other funds holding ITRN

VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Summit Trail Advisors sold out of Ituran Location and Control (ITRN) in Q3 2018, closing a stake of 1,513 shares — an estimated $46K sold.

Summit Trail Advisors first reported a position in ITRN in Q4 2017 and held it in 2 quarters. The position peaked at $202K in Q4 2017. 82 funds tracked by Wall St. Rank hold ITRN as of Q3 2018.

  • Summit Trail Advisors reported no remaining Ituran Location and Control position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,513 Ituran Location and Control shares in Q3 2018, an estimated $46K.
  • Summit Trail Advisors first reported a position in Ituran Location and Control in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Ituran Location and Control position peaked at $202K in Q4 2017.
  • 82 funds tracked by Wall St. Rank held Ituran Location and Control as of Q3 2018.

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