TPWA
AL

TRUE Private Wealth Advisors’s Air Lease Corp AL Stock Holding History

TRUE Private Wealth Advisors’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$23K – 246
2018
Q3 		$23K Buy
+500
New +$22.3K ﹤0.01% 579

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

TRUE Private Wealth Advisors's AL Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Air Lease Corp (AL) in Q4 2018, closing a stake of 500 shares — an estimated $23K sold.

TRUE Private Wealth Advisors first reported a position in AL in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 319 funds tracked by Wall St. Rank hold AL as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Air Lease Corp position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 500 Air Lease Corp shares in Q4 2018, an estimated $23K.
  • TRUE Private Wealth Advisors first reported a position in Air Lease Corp in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Air Lease Corp position peaked at $23K in Q3 2018.
  • 319 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.