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Summit Trail Advisors’s Maximus MMS Stock Holding History

Summit Trail Advisors’s Portfolio MMS Stock Details MMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-18,281
Closed -$844K – 592
2018
Q1 		$844K Buy
18,281
+2,554
+16% +$118K 0.14% 154
2017
Q4 		$1.1M Buy
+15,727
New +$1.1M 0.14% 142