Greenleaf Trust’s Alarm.com ALRM Stock Holding History

Greenleaf Trust’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-603	Closed	-$23K	–	515
2018 Q1	$23K	Hold	603	–	–	﹤0.01%	510
2017 Q4	$23K	Hold	603	–	–	﹤0.01%	569
2017 Q3	$27K	Buy	+603	New	+$25K	﹤0.01%	519

Other funds holding ALRM

TCMV

Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Greenleaf Trust's ALRM Position: Q2 2018 in Review

Greenleaf Trust sold out of Alarm.com (ALRM) in Q2 2018, closing a stake of 603 shares — an estimated $23K sold.

Greenleaf Trust first reported a position in ALRM in Q3 2017 and held it in 3 quarters. The position peaked at $27K in Q3 2017. 212 funds tracked by Wall St. Rank hold ALRM as of Q2 2018.

Greenleaf Trust reported no remaining Alarm.com position as of Q2 2018 after selling out during the quarter.
Greenleaf Trust sold 603 Alarm.com shares in Q2 2018, an estimated $23K.
Greenleaf Trust first reported a position in Alarm.com in Q3 2017 and held it in 3 quarters.
Greenleaf Trust's Alarm.com position peaked at $27K in Q3 2017.
212 funds tracked by Wall St. Rank held Alarm.com as of Q2 2018.

Based on Greenleaf Trust's 13F filing for Q2 2018, filed 7 Aug 2018.