tru Independence’s CrossAmerica Partners CAPL Stock Holding History

tru Independence’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,300	Closed	-$17	–	398
2020 Q2	$17	Hold	1,300	–	–	﹤0.01%	523
2020 Q1	$10	Hold	1,300	–	–	﹤0.01%	431
2019 Q4	$10K	Buy	+1,300	New	+$23.1K	﹤0.01%	560

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

tru Independence's CAPL Position: Q3 2020 in Review

tru Independence sold out of CrossAmerica Partners (CAPL) in Q3 2020, closing a stake of 1,300 shares — an estimated $17 sold.

tru Independence first reported a position in CAPL in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 48 funds tracked by Wall St. Rank hold CAPL as of Q3 2020.

tru Independence reported no remaining CrossAmerica Partners position as of Q3 2020 after selling out during the quarter.
tru Independence sold 1,300 CrossAmerica Partners shares in Q3 2020, an estimated $17.
tru Independence first reported a position in CrossAmerica Partners in Q4 2019 and held it in 3 quarters.
tru Independence's CrossAmerica Partners position peaked at $10K in Q4 2019.
48 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.