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Summit Trail Advisors’s Miller Industries MLR Stock Holding History

Summit Trail Advisors’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-126
Closed -$3K – 1191
2017
Q4 		$3K Buy
+126
New +$3.41K ﹤0.01% 1558

Other funds holding MLR

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Summit Trail Advisors sold out of Miller Industries (MLR) in Q1 2018, closing a stake of 126 shares — an estimated $3K sold.

Summit Trail Advisors first reported a position in MLR in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 84 funds tracked by Wall St. Rank hold MLR as of Q1 2018.

  • Summit Trail Advisors reported no remaining Miller Industries position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 126 Miller Industries shares in Q1 2018, an estimated $3K.
  • Summit Trail Advisors first reported a position in Miller Industries in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Miller Industries position peaked at $3K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Miller Industries as of Q1 2018.

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