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Measured Wealth Private Client Group’s TriMas Corp TRS Stock Holding History

Measured Wealth Private Client Group’s Portfolio TRS Stock Details TRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,860
Closed -$210K – 656
2018
Q3 		$210K Sell
6,860
-915
-12% -$27.7K 0.13% 142
2018
Q2 		$228K Buy
+7,775
New +$221K 0.19% 125

Other funds holding TRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Measured Wealth Private Client Group's TRS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of TriMas Corp (TRS) in Q4 2018, closing a stake of 6,860 shares — an estimated $210K sold.

Measured Wealth Private Client Group first reported a position in TRS in Q2 2018 and held it in 2 quarters. The position peaked at $228K in Q2 2018. 160 funds tracked by Wall St. Rank hold TRS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining TriMas Corp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 6,860 TriMas Corp shares in Q4 2018, an estimated $210K.
  • Measured Wealth Private Client Group first reported a position in TriMas Corp in Q2 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's TriMas Corp position peaked at $228K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held TriMas Corp as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.