TCM
TRUE

Tradewinds Capital Management’s TrueCar TRUE Stock Holding History

Tradewinds Capital 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
2016
Q4 		– Sell
-200
Closed -$2K – 701
2016
Q3 		$2K Buy
+200
New +$1.87K ﹤0.01% 577
2015
Q1 		– Sell
-100
Closed -$2K – 643
2014
Q4 		$2K Buy
+100
New +$1.96K ﹤0.01% 553

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Tradewinds Capital Management's TRUE Position: Q4 2016 in Review

Tradewinds Capital Management sold out of TrueCar (TRUE) in Q4 2016, closing a stake of 200 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in TRUE in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 104 funds tracked by Wall St. Rank hold TRUE as of Q4 2016.

  • Tradewinds Capital Management reported no remaining TrueCar position as of Q4 2016 after selling out during the quarter.
  • Tradewinds Capital Management sold 200 TrueCar shares in Q4 2016, an estimated $2K.
  • Tradewinds Capital Management first reported a position in TrueCar in Q4 2014 and held it in 2 quarters.
  • Tradewinds Capital Management's TrueCar position peaked at $2K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held TrueCar as of Q4 2016.

Based on Tradewinds Capital Management's 13F filing for Q4 2016, filed 3 Feb 2017.