Klingman & Associates’s Trimble TRMB Stock Holding History

Klingman & Associates’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
2016 Q4	–	Sell	-370	Closed	-$11K	–	297
2016 Q3	$11K	Hold	370	–	–	﹤0.01%	290
2016 Q2	$9K	Hold	370	–	–	﹤0.01%	303
2016 Q1	$9K	Hold	370	–	–	﹤0.01%	305
2015 Q4	$8K	Hold	370	–	–	﹤0.01%	318
2015 Q3	$6K	Hold	370	–	–	﹤0.01%	351
2015 Q2	$9K	Hold	370	–	–	﹤0.01%	317
2015 Q1	$9K	Hold	370	–	–	﹤0.01%	285
2014 Q4	$9K	Buy	+370	New	+$10.4K	﹤0.01%	289

Other funds holding TRMB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

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

Klingman & Associates's TRMB Position: Q4 2016 in Review

Klingman & Associates sold out of Trimble (TRMB) in Q4 2016, closing a stake of 370 shares — an estimated $11K sold.

Klingman & Associates first reported a position in TRMB in Q4 2014 and held it in 8 quarters. The position peaked at $11K in Q3 2016. 372 funds tracked by Wall St. Rank hold TRMB as of Q4 2016.

Klingman & Associates reported no remaining Trimble position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 370 Trimble shares in Q4 2016, an estimated $11K.
Klingman & Associates first reported a position in Trimble in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Trimble position peaked at $11K in Q3 2016.
372 funds tracked by Wall St. Rank held Trimble as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.