BRF
TRUE

B. Riley Financial’s TrueCar TRUE Stock Holding History

B. Riley Financial’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
Q1 		– Sell
-84,545
Closed -$766K – 103
2018
Q4 		$766K Buy
84,545
+44,840
+113% +$484K 0.42% 32
2018
Q3 		$560K Hold
39,705
– – 0.16% 87
2018
Q2 		$401K Sell
39,705
-78,397
-66% -$771K 0.11% 181
2018
Q1 		$1.12M Buy
118,102
+25,380
+27% +$282K 0.31% 77
2017
Q4 		$1.04M Buy
92,722
+15,371
+20% +$202K 0.27% 90
2017
Q3 		$1.17M Buy
77,351
+43,256
+127% +$773K 0.32% 88
2017
Q2 		$680K Buy
34,095
+1,220
+4% +$21K 0.18% 113
2017
Q1 		$509K Buy
32,875
+12,467
+61% +$173K 0.26% 85
2016
Q4 		$255K Buy
+20,408
New +$230K 0.17% 105

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Financial's TRUE Position: Q1 2019 in Review

B. Riley Financial sold out of TrueCar (TRUE) in Q1 2019, closing a stake of 84,545 shares — an estimated $766K sold.

B. Riley Financial first reported a position in TRUE in Q4 2016 and held it in 9 quarters. The position peaked at $1.17M in Q3 2017. 111 funds tracked by Wall St. Rank hold TRUE as of Q1 2019.

  • B. Riley Financial reported no remaining TrueCar position as of Q1 2019 after selling out during the quarter.
  • B. Riley Financial sold 84,545 TrueCar shares in Q1 2019, an estimated $766K.
  • B. Riley Financial first reported a position in TrueCar in Q4 2016 and held it in 9 quarters.
  • B. Riley Financial's TrueCar position peaked at $1.17M in Q3 2017.
  • 111 funds tracked by Wall St. Rank held TrueCar as of Q1 2019.

Based on B. Riley Financial's 13F filing for Q1 2019, filed 10 May 2019.