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Summit Trail Advisors’s Gibraltar Industries ROCK Stock Holding History

Summit Trail Advisors’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,412
Closed -$274K – 635
2018
Q1 		$274K Sell
7,412
-1,222
-14% -$42.4K 0.05% 299
2017
Q4 		$329K Buy
+8,634
New +$276K 0.04% 299

Other funds holding ROCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Summit Trail Advisors's ROCK Position: Q2 2018 in Review

Summit Trail Advisors sold out of Gibraltar Industries (ROCK) in Q2 2018, closing a stake of 7,412 shares — an estimated $274K sold.

Summit Trail Advisors first reported a position in ROCK in Q4 2017 and held it in 2 quarters. The position peaked at $329K in Q4 2017. 153 funds tracked by Wall St. Rank hold ROCK as of Q2 2018.

  • Summit Trail Advisors reported no remaining Gibraltar Industries position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 7,412 Gibraltar Industries shares in Q2 2018, an estimated $274K.
  • Summit Trail Advisors first reported a position in Gibraltar Industries in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Gibraltar Industries position peaked at $329K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2018.

Based on Summit Trail Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.