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Clarus Wealth Advisors’s TransUnion TRU Stock Holding History

Clarus Wealth Advisors’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
Q4 		– Sell
-3,831
Closed -$282K – 717
2018
Q3 		$282K Buy
3,831
+240
+7% +$17.8K 0.18% 76
2018
Q2 		$204K Hold
3,591
– – 0.15% 112
2018
Q1 		$204K Buy
+3,591
New +$207K 0.19% 112

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Clarus Wealth Advisors's TRU Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of TransUnion (TRU) in Q4 2018, closing a stake of 3,831 shares — an estimated $282K sold.

Clarus Wealth Advisors first reported a position in TRU in Q1 2018 and held it in 3 quarters. The position peaked at $282K in Q3 2018. 329 funds tracked by Wall St. Rank hold TRU as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining TransUnion position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,831 TransUnion shares in Q4 2018, an estimated $282K.
  • Clarus Wealth Advisors first reported a position in TransUnion in Q1 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's TransUnion position peaked at $282K in Q3 2018.
  • 329 funds tracked by Wall St. Rank held TransUnion as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.