STA
MITT

Summit Trail Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

Summit Trail Advisors’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8
Closed – – 1184
2017
Q4 		$0 Buy
+8
New +$461 ﹤0.01% 2049

Other funds holding MITT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Summit Trail Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q1 2018, closing a stake of 8 shares.

Summit Trail Advisors first reported a position in MITT in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 109 funds tracked by Wall St. Rank hold MITT as of Q1 2018.

  • Summit Trail Advisors reported no remaining TPG Mortgage Investment Trust position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 8 TPG Mortgage Investment Trust shares in Q1 2018.
  • Summit Trail Advisors first reported a position in TPG Mortgage Investment Trust in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's TPG Mortgage Investment Trust position peaked at $0 in Q4 2017.
  • 109 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2018.

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