Ladenburg Thalmann Financial Services’s TrueCar TRUE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q1	–	Sell	-535	Closed	-$5K	–	5334
2018 Q4	$5K	Buy	+535	New	+$5.78K	﹤0.01%	4615
2017 Q3	–	Sell	-235	Closed	-$5K	–	5020
2017 Q2	$5K	Hold	235	–	–	﹤0.01%	4339
2017 Q1	$4K	Buy	+235	New	+$3.26K	﹤0.01%	4396
2016 Q1	–	Sell	-1,000	Closed	-$10K	–	4810
2015 Q4	$10K	Hold	1,000	–	–	﹤0.01%	3690
2015 Q3	$5K	Buy	+1,000	New	+$7.1K	﹤0.01%	3952
2014 Q3	–	Sell	-100	Closed	-$1K	–	4045
2014 Q2	$1K	Buy	+100	New	+$1.22K	﹤0.01%	3793

Other funds holding TRUE

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TRUE Position: Q1 2019 in Review

Ladenburg Thalmann Financial Services sold out of TrueCar (TRUE) in Q1 2019, closing a stake of 535 shares — an estimated $5K sold.

Ladenburg Thalmann Financial Services first reported a position in TRUE in Q2 2014 and held it in 6 quarters. The position peaked at $10K in Q4 2015. 111 funds tracked by Wall St. Rank hold TRUE as of Q1 2019.

Ladenburg Thalmann Financial Services reported no remaining TrueCar position as of Q1 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 535 TrueCar shares in Q1 2019, an estimated $5K.
Ladenburg Thalmann Financial Services first reported a position in TrueCar in Q2 2014 and held it in 6 quarters.
Ladenburg Thalmann Financial Services's TrueCar position peaked at $10K in Q4 2015.
111 funds tracked by Wall St. Rank held TrueCar as of Q1 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2019, filed 15 May 2019.