Summit Trail Advisors’s Douglas Dynamics PLOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7	Closed	–	–	1331
2017 Q4	$0	Buy	+7	New	+$280	﹤0.01%	2064

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Summit Trail Advisors sold out of Douglas Dynamics (PLOW) in Q1 2018, closing a stake of 7 shares.

Summit Trail Advisors first reported a position in PLOW in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 141 funds tracked by Wall St. Rank hold PLOW as of Q1 2018.

Summit Trail Advisors reported no remaining Douglas Dynamics position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 7 Douglas Dynamics shares in Q1 2018.
Summit Trail Advisors first reported a position in Douglas Dynamics in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Douglas Dynamics position peaked at $0 in Q4 2017.
141 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2018.

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