FANJ
TRUE

Financial Architects (New Jersey)’s TrueCar TRUE Stock Holding History

Financial Architects (New Jersey)’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
2016
Q4 		– Sell
-11,000
Closed -$104K – 1503
2016
Q3 		$104K Hold
11,000
– – 0.03% 391
2016
Q2 		$86K Buy
+11,000
New +$72.9K 0.02% 404

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Financial Architects (New Jersey)'s TRUE Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of TrueCar (TRUE) in Q4 2016, closing a stake of 11,000 shares — an estimated $104K sold.

Financial Architects (New Jersey) first reported a position in TRUE in Q2 2016 and held it in 2 quarters. The position peaked at $104K in Q3 2016. 104 funds tracked by Wall St. Rank hold TRUE as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining TrueCar position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 11,000 TrueCar shares in Q4 2016, an estimated $104K.
  • Financial Architects (New Jersey) first reported a position in TrueCar in Q2 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s TrueCar position peaked at $104K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held TrueCar as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.