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Summit Trail Advisors’s Pediatrix Medical MD Stock Holding History

Summit Trail Advisors’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,889
Closed -$135K – 179
2018
Q3 		$135K Sell
2,889
-2,373
-45% -$109K 0.03% 231
2018
Q2 		$228K Buy
+5,262
New +$252K 0.08% 127
2018
Q1 		– Sell
-3,550
Closed -$190K – 1170
2017
Q4 		$190K Buy
+3,550
New +$167K 0.02% 436

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's MD Position: Q4 2018 in Review

Summit Trail Advisors sold out of Pediatrix Medical (MD) in Q4 2018, closing a stake of 2,889 shares — an estimated $135K sold.

Summit Trail Advisors first reported a position in MD in Q4 2017 and held it in 3 quarters. The position peaked at $228K in Q2 2018. 307 funds tracked by Wall St. Rank hold MD as of Q4 2018.

  • Summit Trail Advisors reported no remaining Pediatrix Medical position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,889 Pediatrix Medical shares in Q4 2018, an estimated $135K.
  • Summit Trail Advisors first reported a position in Pediatrix Medical in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Pediatrix Medical position peaked at $228K in Q2 2018.
  • 307 funds tracked by Wall St. Rank held Pediatrix Medical as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.