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Summit Trail Advisors’s Watts Water Technologies WTS Stock Holding History

Summit Trail Advisors’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12
Closed -$1K – 1678
2017
Q4 		$1K Buy
+12
New +$856 ﹤0.01% 1887

Other funds holding WTS

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IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Summit Trail Advisors sold out of Watts Water Technologies (WTS) in Q1 2018, closing a stake of 12 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in WTS in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 228 funds tracked by Wall St. Rank hold WTS as of Q1 2018.

  • Summit Trail Advisors reported no remaining Watts Water Technologies position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 12 Watts Water Technologies shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Watts Water Technologies in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Watts Water Technologies position peaked at $1K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2018.

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