Advisor Group’s TrueCar TRUE Stock Holding History

Advisor Group’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	215	–	–	﹤0.01%	5195
2019 Q3	$1K	Hold	215	–	–	﹤0.01%	5170
2019 Q2	$1K	Hold	215	–	–	﹤0.01%	5148
2019 Q1	$1K	Hold	215	–	–	﹤0.01%	5119
2018 Q4	$2K	Buy	+215	New	+$2.32K	﹤0.01%	4854
2017 Q3	–	Sell	-250	Closed	-$5K	–	4945
2017 Q2	$5K	Buy	250 +195	+355%	+$3.36K	﹤0.01%	4252
2017 Q1	$1K	Buy	+55	New	+$763	﹤0.01%	4586

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisor Group's TRUE Position: Q4 2019 in Review

Advisor Group held its TrueCar (TRUE) position steady in Q4 2019 at 215 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5195.

Advisor Group first reported a position in TRUE in Q1 2017 and has held it in 7 quarters since. The position peaked at $5K in Q2 2017. 119 funds tracked by Wall St. Rank hold TRUE as of Q4 2019.

Advisor Group held 215 shares of TrueCar worth $1K as of Q4 2019.
Advisor Group left its TrueCar share count unchanged in Q4 2019.
TrueCar made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5195 holding.
Advisor Group first reported a position in TrueCar in Q1 2017 and has held it in 7 quarters since.
Advisor Group's TrueCar position peaked at $5K in Q2 2017.
119 funds tracked by Wall St. Rank held TrueCar as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.