STA
SWCH

Summit Trail Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Summit Trail Advisors’s Portfolio SWCH Stock Details SWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-338
Closed -$6K – 1815
2017
Q4 		$6K Buy
+338
New +$6.17K ﹤0.01% 1383

Other funds holding SWCH

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
GCA Investment Management New York $67.5M AUM 16.05% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Summit Trail Advisors sold out of Switch, Inc. Class A Common Stock (SWCH) in Q1 2018, closing a stake of 338 shares — an estimated $6K sold.

Summit Trail Advisors first reported a position in SWCH in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 96 funds tracked by Wall St. Rank hold SWCH as of Q1 2018.

  • Summit Trail Advisors reported no remaining Switch, Inc. Class A Common Stock position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 338 Switch, Inc. Class A Common Stock shares in Q1 2018, an estimated $6K.
  • Summit Trail Advisors first reported a position in Switch, Inc. Class A Common Stock in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Switch, Inc. Class A Common Stock position peaked at $6K in Q4 2017.
  • 96 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q1 2018.

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