STA
SIFI

Summit Trail Advisors’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

Summit Trail Advisors’s Portfolio SIFI Stock Details SIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16
Closed – – 2023
2017
Q4 		$0 Buy
+16
New +$240 ﹤0.01% 2162

Other funds holding SIFI

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Summit Trail Advisors sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q1 2018, closing a stake of 16 shares.

Summit Trail Advisors first reported a position in SIFI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 57 funds tracked by Wall St. Rank hold SIFI as of Q1 2018.

  • Summit Trail Advisors reported no remaining SI Financial Group, Inc. NEW MD position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 16 SI Financial Group, Inc. NEW MD shares in Q1 2018.
  • Summit Trail Advisors first reported a position in SI Financial Group, Inc. NEW MD in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's SI Financial Group, Inc. NEW MD position peaked at $0 in Q4 2017.
  • 57 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q1 2018.

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