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Bellwether Investment Group’s TransUnion TRU Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-192
Closed -$7K – 569
2017
Q1 		$7K Buy
192
+24
+14% +$843 0.02% 567
2016
Q4 		$5K Buy
+168
New +$5.28K ﹤0.01% 791

Other funds holding TRU

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellwether Investment Group's TRU Position: Q2 2017 in Review

Bellwether Investment Group sold out of TransUnion (TRU) in Q2 2017, closing a stake of 192 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in TRU in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 211 funds tracked by Wall St. Rank hold TRU as of Q2 2017.

  • Bellwether Investment Group reported no remaining TransUnion position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 192 TransUnion shares in Q2 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in TransUnion in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's TransUnion position peaked at $7K in Q1 2017.
  • 211 funds tracked by Wall St. Rank held TransUnion as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.