Summit Trail Advisors’s UFP Industries UFPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-393	Closed	-$15K	–	1586
2017 Q4	$15K	Buy	+393	New	+$14.4K	﹤0.01%	1121

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Summit Trail Advisors sold out of UFP Industries (UFPI) in Q1 2018, closing a stake of 393 shares — an estimated $15K sold.

Summit Trail Advisors first reported a position in UFPI in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 220 funds tracked by Wall St. Rank hold UFPI as of Q1 2018.

Summit Trail Advisors reported no remaining UFP Industries position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 393 UFP Industries shares in Q1 2018, an estimated $15K.
Summit Trail Advisors first reported a position in UFP Industries in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's UFP Industries position peaked at $15K in Q4 2017.
220 funds tracked by Wall St. Rank held UFP Industries as of Q1 2018.

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