Summit Trail Advisors’s Macerich MAC Stock Holding History

Summit Trail Advisors’s Portfolio MAC Stock Details MAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-822	Closed	-$55K	–	1157
2017 Q4	$55K	Buy	+822	New	+$50.3K	0.01%	792

Other funds holding MAC

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Summit Trail Advisors sold out of Macerich (MAC) in Q1 2018, closing a stake of 822 shares — an estimated $55K sold.

Summit Trail Advisors first reported a position in MAC in Q4 2017 and held it in 1 quarter. The position peaked at $55K in Q4 2017. 343 funds tracked by Wall St. Rank hold MAC as of Q1 2018.

Summit Trail Advisors reported no remaining Macerich position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 822 Macerich shares in Q1 2018, an estimated $55K.
Summit Trail Advisors first reported a position in Macerich in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Macerich position peaked at $55K in Q4 2017.
343 funds tracked by Wall St. Rank held Macerich as of Q1 2018.

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