Summit Trail Advisors’s Nutrien NTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-69,570	Closed	-$4.04M	–	190
2018 Q3	$4.04M	Buy	69,570 +65,764	+1,728%	+$3.64M	0.89%	24
2018 Q2	$208K	Sell	3,806 -35,470	-90%	-$1.76M	0.07%	137
2018 Q1	$1.92M	Buy	+39,276	New	+$1.97M	0.33%	61

Other funds holding NTR

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Summit Trail Advisors's NTR Position: Q4 2018 in Review

Summit Trail Advisors sold out of Nutrien (NTR) in Q4 2018, closing a stake of 69,570 shares — an estimated $4.04M sold.

Summit Trail Advisors first reported a position in NTR in Q1 2018 and held it in 3 quarters. The position peaked at $4.04M in Q3 2018. 581 funds tracked by Wall St. Rank hold NTR as of Q4 2018.

Summit Trail Advisors reported no remaining Nutrien position as of Q4 2018 after selling out during the quarter.
Summit Trail Advisors sold 69,570 Nutrien shares in Q4 2018, an estimated $4.04M.
Summit Trail Advisors first reported a position in Nutrien in Q1 2018 and held it in 3 quarters.
Summit Trail Advisors's Nutrien position peaked at $4.04M in Q3 2018.
581 funds tracked by Wall St. Rank held Nutrien as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.