Summit Trail Advisors’s Stone Energy SGY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20	Closed	-$1K	–	2177
2017 Q4	$1K	Buy	+20	New	+$582	﹤0.01%	1958

Other funds holding SGY

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Summit Trail Advisors sold out of Stone Energy (SGY) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in SGY in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 91 funds tracked by Wall St. Rank hold SGY as of Q1 2018.

Summit Trail Advisors reported no remaining Stone Energy position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 20 Stone Energy shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in Stone Energy in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Stone Energy position peaked at $1K in Q4 2017.
91 funds tracked by Wall St. Rank held Stone Energy as of Q1 2018.

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