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MinichMacGregor Wealth Management’s Trex TREX Stock Holding History

MinichMacGregor Wealth Management’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-716
Closed -$11K – 500
2016
Q4 		$11K Sell
716
-12
-2% -$187 0.01% 251
2016
Q3 		$10K Buy
+728
New +$10.2K 0.01% 272

Other funds holding TREX

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MinichMacGregor Wealth Management's TREX Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Trex (TREX) in Q1 2017, closing a stake of 716 shares — an estimated $11K sold.

MinichMacGregor Wealth Management first reported a position in TREX in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 217 funds tracked by Wall St. Rank hold TREX as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Trex position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 716 Trex shares in Q1 2017, an estimated $11K.
  • MinichMacGregor Wealth Management first reported a position in Trex in Q3 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Trex position peaked at $11K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held Trex as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.