Summit Trail Advisors’s Tech Data Corp TECD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-39	Closed	-$4K	–	1947
2017 Q4	$4K	Buy	+39	New	+$3.66K	﹤0.01%	1507

Other funds holding TECD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Summit Trail Advisors sold out of Tech Data Corp (TECD) in Q1 2018, closing a stake of 39 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in TECD in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 283 funds tracked by Wall St. Rank hold TECD as of Q1 2018.

Summit Trail Advisors reported no remaining Tech Data Corp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 39 Tech Data Corp shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Tech Data Corp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Tech Data Corp position peaked at $4K in Q4 2017.
283 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2018.

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