Summit Trail Advisors’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-100	Closed	-$4K	–	1694
2017 Q4	$4K	Buy	+100	New	+$4.45K	﹤0.01%	1500

Other funds holding YELP

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

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

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

Summit Trail Advisors sold out of Yelp (YELP) in Q1 2018, closing a stake of 100 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in YELP in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 206 funds tracked by Wall St. Rank hold YELP as of Q1 2018.

Summit Trail Advisors reported no remaining Yelp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 100 Yelp shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Yelp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Yelp position peaked at $4K in Q4 2017.
206 funds tracked by Wall St. Rank held Yelp as of Q1 2018.

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