PFS
TRUE

Physicians Financial Services’s TrueCar TRUE Stock Holding History

Physicians 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
2017
Q1 		– Sell
-641
Closed -$6K – 244
2016
Q4 		$6K Buy
+641
New +$7.22K ﹤0.01% 260
2016
Q3 		– Sell
-641
Closed -$5K – 311
2016
Q2 		$5K Buy
+641
New +$4.25K ﹤0.01% 258

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

Physicians Financial Services's TRUE Position: Q1 2017 in Review

Physicians Financial Services sold out of TrueCar (TRUE) in Q1 2017, closing a stake of 641 shares — an estimated $6K sold.

Physicians Financial Services first reported a position in TRUE in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 126 funds tracked by Wall St. Rank hold TRUE as of Q1 2017.

  • Physicians Financial Services reported no remaining TrueCar position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 641 TrueCar shares in Q1 2017, an estimated $6K.
  • Physicians Financial Services first reported a position in TrueCar in Q2 2016 and held it in 2 quarters.
  • Physicians Financial Services's TrueCar position peaked at $6K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held TrueCar as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.