STA
MINI

Summit Trail Advisors’s Mobile Mini Inc MINI Stock Holding History

Summit Trail Advisors’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,656
Closed -$116K – 262
2018
Q3 		$116K Buy
2,656
+566
+27% +$25.1K 0.03% 257
2018
Q2 		$98K Buy
+2,090
New +$94.4K 0.03% 217
2018
Q1 		– Sell
-2,630
Closed -$95K – 1945
2017
Q4 		$95K Buy
+2,630
New +$89.9K 0.01% 645

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Summit Trail Advisors sold out of Mobile Mini Inc (MINI) in Q4 2018, closing a stake of 2,656 shares — an estimated $116K sold.

Summit Trail Advisors first reported a position in MINI in Q4 2017 and held it in 3 quarters. The position peaked at $116K in Q3 2018. 171 funds tracked by Wall St. Rank hold MINI as of Q4 2018.

  • Summit Trail Advisors reported no remaining Mobile Mini Inc position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 2,656 Mobile Mini Inc shares in Q4 2018, an estimated $116K.
  • Summit Trail Advisors first reported a position in Mobile Mini Inc in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Mobile Mini Inc position peaked at $116K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q4 2018.

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