LSAG
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Lake Street Advisors Group’s Trimble TRMB Stock Holding History

Lake Street Advisors Group’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
-10,957
Closed -$445K – 350
2017
Q4 		$445K Buy
+10,957
New +$449K 0.05% 157

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's TRMB Position: Q1 2018 in Review

Lake Street Advisors Group sold out of Trimble (TRMB) in Q1 2018, closing a stake of 10,957 shares — an estimated $445K sold.

Lake Street Advisors Group first reported a position in TRMB in Q4 2017 and held it in 1 quarter. The position peaked at $445K in Q4 2017. 423 funds tracked by Wall St. Rank hold TRMB as of Q1 2018.

  • Lake Street Advisors Group reported no remaining Trimble position as of Q1 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 10,957 Trimble shares in Q1 2018, an estimated $445K.
  • Lake Street Advisors Group first reported a position in Trimble in Q4 2017 and held it in 1 quarter.
  • Lake Street Advisors Group's Trimble position peaked at $445K in Q4 2017.
  • 423 funds tracked by Wall St. Rank held Trimble as of Q1 2018.

Based on Lake Street Advisors Group's 13F filing for Q1 2018, filed 14 May 2018.