Summit Trail Advisors’s Marcus & Millichap MMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-129	Closed	-$4K	–	1192
2017 Q4	$4K	Buy	+129	New	+$3.84K	﹤0.01%	1476

Other funds holding MMI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Summit Trail Advisors sold out of Marcus & Millichap (MMI) in Q1 2018, closing a stake of 129 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in MMI in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 164 funds tracked by Wall St. Rank hold MMI as of Q1 2018.

Summit Trail Advisors reported no remaining Marcus & Millichap position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 129 Marcus & Millichap shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Marcus & Millichap in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Marcus & Millichap position peaked at $4K in Q4 2017.
164 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2018.

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