Proficio Capital Partners’s TransUnion TRU Stock Holding History

Proficio Capital Partners’s Portfolio TRU Stock Details TRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-430	Closed	-$32K	–	1416
2019 Q2	$32K	Buy	430 +29	+7%	+$1.98K	0.01%	521
2019 Q1	$27K	Hold	401	–	–	0.01%	541
2018 Q4	$23K	Buy	401 +8	+2%	+$512	0.01%	505
2018 Q3	$29K	Buy	393 +25	+7%	+$1.86K	0.01%	486
2018 Q2	$26K	Hold	368	–	–	0.01%	524
2018 Q1	$21K	Buy	368 +11	+3%	+$635	0.01%	582
2017 Q4	$20K	Buy	357 +54	+18%	+$2.87K	0.01%	585
2017 Q3	$14K	Hold	303	–	–	0.01%	702
2017 Q2	$14K	Buy	303 +22	+8%	+$912	0.01%	720
2017 Q1	$12K	Buy	281 +212	+307%	+$7.45K	0.01%	773
2016 Q4	$2K	Hold	69	–	–	﹤0.01%	945
2016 Q3	$2K	Hold	69	–	–	﹤0.01%	884
2016 Q2	$2K	Hold	69	–	–	﹤0.01%	841
2016 Q1	$2K	Buy	+69	New	+$1.75K	﹤0.01%	788

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Proficio Capital Partners's TRU Position: Q3 2019 in Review

Proficio Capital Partners sold out of TransUnion (TRU) in Q3 2019, closing a stake of 430 shares — an estimated $32K sold.

Proficio Capital Partners first reported a position in TRU in Q1 2016 and held it in 14 quarters. The position peaked at $32K in Q2 2019. 379 funds tracked by Wall St. Rank hold TRU as of Q3 2019.

Proficio Capital Partners reported no remaining TransUnion position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 430 TransUnion shares in Q3 2019, an estimated $32K.
Proficio Capital Partners first reported a position in TransUnion in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's TransUnion position peaked at $32K in Q2 2019.
379 funds tracked by Wall St. Rank held TransUnion as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.