KWMG LLC’s TransUnion TRU Stock Holding History

KWMG LLC’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	-74	Closed	-$5K	–	389
2019 Q1	$5K	Hold	74	–	–	﹤0.01%	360
2018 Q4	$4K	Hold	74	–	–	﹤0.01%	391
2018 Q3	$5K	Hold	74	–	–	﹤0.01%	363
2018 Q2	$5K	Buy	+74	New	+$4.93K	﹤0.01%	362

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

ACM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

KWMG LLC's TRU Position: Q2 2019 in Review

KWMG LLC sold out of TransUnion (TRU) in Q2 2019, closing a stake of 74 shares — an estimated $5K sold.

KWMG LLC first reported a position in TRU in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 354 funds tracked by Wall St. Rank hold TRU as of Q2 2019.

KWMG LLC reported no remaining TransUnion position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 74 TransUnion shares in Q2 2019, an estimated $5K.
KWMG LLC first reported a position in TransUnion in Q2 2018 and held it in 4 quarters.
KWMG LLC's TransUnion position peaked at $5K in Q1 2019.
354 funds tracked by Wall St. Rank held TransUnion as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.