Summit Trail Advisors’s WesBanco WSBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,353	Closed	-$97K	–	1668
2017 Q4	$97K	Buy	+2,353	New	+$96.1K	0.01%	640

Other funds holding WSBC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Summit Trail Advisors sold out of WesBanco (WSBC) in Q1 2018, closing a stake of 2,353 shares — an estimated $97K sold.

Summit Trail Advisors first reported a position in WSBC in Q4 2017 and held it in 1 quarter. The position peaked at $97K in Q4 2017. 157 funds tracked by Wall St. Rank hold WSBC as of Q1 2018.

Summit Trail Advisors reported no remaining WesBanco position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 2,353 WesBanco shares in Q1 2018, an estimated $97K.
Summit Trail Advisors first reported a position in WesBanco in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's WesBanco position peaked at $97K in Q4 2017.
157 funds tracked by Wall St. Rank held WesBanco as of Q1 2018.

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