AWE
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Avidian Wealth Enterprises’s TransUnion TRU Stock Holding History

Avidian Wealth Enterprises’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,627
Closed -$309K – 114
2017
Q4 		$309K Buy
+5,627
New +$300K 0.08% 75
2017
Q2 		– Sell
-8,874
Closed -$340K – 100
2017
Q1 		$340K Buy
+8,874
New +$312K 0.13% 56

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avidian Wealth Enterprises's TRU Position: Q1 2018 in Review

Avidian Wealth Enterprises sold out of TransUnion (TRU) in Q1 2018, closing a stake of 5,627 shares — an estimated $309K sold.

Avidian Wealth Enterprises first reported a position in TRU in Q1 2017 and held it in 2 quarters. The position peaked at $340K in Q1 2017. 320 funds tracked by Wall St. Rank hold TRU as of Q1 2018.

  • Avidian Wealth Enterprises reported no remaining TransUnion position as of Q1 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,627 TransUnion shares in Q1 2018, an estimated $309K.
  • Avidian Wealth Enterprises first reported a position in TransUnion in Q1 2017 and held it in 2 quarters.
  • Avidian Wealth Enterprises's TransUnion position peaked at $340K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held TransUnion as of Q1 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2018, filed 15 May 2018.