Icon Wealth Partners’s Trimble TRMB Stock Holding History

Icon Wealth Partners’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-494	Closed	-$20K	–	685
2017 Q4	$20K	Buy	+494	New	+$20.2K	0.01%	613

Other funds holding TRMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Icon Wealth Partners's TRMB Position: Q1 2018 in Review

Icon Wealth Partners sold out of Trimble (TRMB) in Q1 2018, closing a stake of 494 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in TRMB in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 423 funds tracked by Wall St. Rank hold TRMB as of Q1 2018.

Icon Wealth Partners reported no remaining Trimble position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 494 Trimble shares in Q1 2018, an estimated $20K.
Icon Wealth Partners first reported a position in Trimble in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Trimble position peaked at $20K in Q4 2017.
423 funds tracked by Wall St. Rank held Trimble as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.