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Summit Trail Advisors’s TAL Education Group TAL Stock Holding History

Summit Trail Advisors’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-168
Closed -$5K – 1514
2017
Q4 		$5K Buy
+168
New +$5.11K ﹤0.01% 1429

Other funds holding TAL

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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SC
Serenity Capital Palo Alto, California $167M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Summit Trail Advisors sold out of TAL Education Group (TAL) in Q1 2018, closing a stake of 168 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in TAL in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 303 funds tracked by Wall St. Rank hold TAL as of Q1 2018.

  • Summit Trail Advisors reported no remaining TAL Education Group position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 168 TAL Education Group shares in Q1 2018, an estimated $5K.
  • Summit Trail Advisors first reported a position in TAL Education Group in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's TAL Education Group position peaked at $5K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2018.

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