Summit Trail Advisors’s Manitowoc MTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-53	Closed	-$2K	–	1220
2017 Q4	$2K	Buy	+53	New	+$2.05K	﹤0.01%	1659

Other funds holding MTW

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

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

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

Summit Trail Advisors sold out of Manitowoc (MTW) in Q1 2018, closing a stake of 53 shares — an estimated $2K sold.

Summit Trail Advisors first reported a position in MTW in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 172 funds tracked by Wall St. Rank hold MTW as of Q1 2018.

Summit Trail Advisors reported no remaining Manitowoc position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 53 Manitowoc shares in Q1 2018, an estimated $2K.
Summit Trail Advisors first reported a position in Manitowoc in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Manitowoc position peaked at $2K in Q4 2017.
172 funds tracked by Wall St. Rank held Manitowoc as of Q1 2018.

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