TD Private Client Wealth’s TriMas Corp TRS Stock Holding History

TD Private Client Wealth’s Portfolio TRS Stock Details TRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,354	Closed	-$32.4K	–	1146
2020 Q2	$32.4K	Sell	1,354 -5,184	-79%	-$119K	﹤0.01%	666
2020 Q1	$151K	Sell	6,538 -179	-3%	-$4.91K	0.01%	447
2019 Q4	$211K	Buy	+6,717	New	+$207K	0.01%	446

Other funds holding TRS

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Private Client Wealth's TRS Position: Q3 2020 in Review

TD Private Client Wealth sold out of TriMas Corp (TRS) in Q3 2020, closing a stake of 1,354 shares — an estimated $32.4K sold.

TD Private Client Wealth first reported a position in TRS in Q4 2019 and held it in 3 quarters. The position peaked at $211K in Q4 2019. 135 funds tracked by Wall St. Rank hold TRS as of Q3 2020.

TD Private Client Wealth reported no remaining TriMas Corp position as of Q3 2020 after selling out during the quarter.
TD Private Client Wealth sold 1,354 TriMas Corp shares in Q3 2020, an estimated $32.4K.
TD Private Client Wealth first reported a position in TriMas Corp in Q4 2019 and held it in 3 quarters.
TD Private Client Wealth's TriMas Corp position peaked at $211K in Q4 2019.
135 funds tracked by Wall St. Rank held TriMas Corp as of Q3 2020.

Based on TD Private Client Wealth's 13F filing for Q3 2020, filed 16 Aug 2024.