SIM
TRUE

Strategic Investment Management’s TrueCar TRUE Stock Holding History

Strategic Investment Management’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
-13,473
Closed -$168K – 75
2016
Q4 		$168K Buy
+13,473
New +$152K 0.02% 99

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $6.73T AUM 46.02% 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

Strategic Investment Management's TRUE Position: Q1 2017 in Review

Strategic Investment Management sold out of TrueCar (TRUE) in Q1 2017, closing a stake of 13,473 shares — an estimated $168K sold.

Strategic Investment Management first reported a position in TRUE in Q4 2016 and held it in 1 quarter. The position peaked at $168K in Q4 2016. 126 funds tracked by Wall St. Rank hold TRUE as of Q1 2017.

  • Strategic Investment Management reported no remaining TrueCar position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 13,473 TrueCar shares in Q1 2017, an estimated $168K.
  • Strategic Investment Management first reported a position in TrueCar in Q4 2016 and held it in 1 quarter.
  • Strategic Investment Management's TrueCar position peaked at $168K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held TrueCar as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.