MWM
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MinichMacGregor Wealth Management’s TripAdvisor TRIP Stock Holding History

MinichMacGregor Wealth Management’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-770
Closed -$39K – 479
2018
Q3 		$39K Buy
+770
New +$42.1K 0.03% 143

Other funds holding TRIP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MinichMacGregor Wealth Management's TRIP Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of TripAdvisor (TRIP) in Q4 2018, closing a stake of 770 shares — an estimated $39K sold.

MinichMacGregor Wealth Management first reported a position in TRIP in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 437 funds tracked by Wall St. Rank hold TRIP as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining TripAdvisor position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 770 TripAdvisor shares in Q4 2018, an estimated $39K.
  • MinichMacGregor Wealth Management first reported a position in TripAdvisor in Q3 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's TripAdvisor position peaked at $39K in Q3 2018.
  • 437 funds tracked by Wall St. Rank held TripAdvisor as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.