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Summit Trail Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

Summit Trail Advisors’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-169
Closed -$4K – 1406
2017
Q4 		$4K Buy
+169
New +$3.67K ﹤0.01% 1485

Other funds holding RUSHA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Summit Trail Advisors sold out of Rush Enterprises Class A (RUSHA) in Q1 2018, closing a stake of 169 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in RUSHA in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 187 funds tracked by Wall St. Rank hold RUSHA as of Q1 2018.

  • Summit Trail Advisors reported no remaining Rush Enterprises Class A position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 169 Rush Enterprises Class A shares in Q1 2018, an estimated $4K.
  • Summit Trail Advisors first reported a position in Rush Enterprises Class A in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Rush Enterprises Class A position peaked at $4K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q1 2018.

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