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Destination Wealth Management’s TransUnion TRU Stock Holding History

Destination Wealth Management’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
2019
Q2 		– Sell
-25
Closed -$2K – 743
2019
Q1 		$2K Buy
+25
New +$1.55K ﹤0.01% 607

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ACM
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Principal Financial Group
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Destination Wealth Management's TRU Position: Q2 2019 in Review

Destination Wealth Management sold out of TransUnion (TRU) in Q2 2019, closing a stake of 25 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in TRU in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 354 funds tracked by Wall St. Rank hold TRU as of Q2 2019.

  • Destination Wealth Management reported no remaining TransUnion position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 25 TransUnion shares in Q2 2019, an estimated $2K.
  • Destination Wealth Management first reported a position in TransUnion in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's TransUnion position peaked at $2K in Q1 2019.
  • 354 funds tracked by Wall St. Rank held TransUnion as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.