STA
SITO

Summit Trail Advisors’s SITO MOBILE, LTD SITO Stock Holding History

Summit Trail Advisors’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,000
Closed -$38K – 717
2018
Q1 		$38K Buy
+10,000
New +$54.2K 0.01% 408

Other funds holding SITO

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

Summit Trail Advisors sold out of SITO MOBILE, LTD (SITO) in Q2 2018, closing a stake of 10,000 shares — an estimated $38K sold.

Summit Trail Advisors first reported a position in SITO in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 23 funds tracked by Wall St. Rank hold SITO as of Q2 2018.

  • Summit Trail Advisors reported no remaining SITO MOBILE, LTD position as of Q2 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 10,000 SITO MOBILE, LTD shares in Q2 2018, an estimated $38K.
  • Summit Trail Advisors first reported a position in SITO MOBILE, LTD in Q1 2018 and held it in 1 quarter.
  • Summit Trail Advisors's SITO MOBILE, LTD position peaked at $38K in Q1 2018.
  • 23 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q2 2018.

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