TRUE Private Wealth Advisors’s Everpure Inc P Stock Holding History

TRUE Private Wealth Advisors’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,500	Closed	-$25K	–	798
2019 Q4	$25K	Buy	+1,500	New	+$26.5K	﹤0.01%	457
2019 Q3	–	Sell	-1,500	Closed	-$22K	–	596
2019 Q2	$22K	Buy	+1,500	New	+$29.3K	﹤0.01%	451
2018 Q4	–	Sell	-1,500	Closed	-$38.9K	–	747
2018 Q3	$38.9K	Buy	+1,500	New	+$37.3K	0.01%	493

Other funds holding P

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TRUE Private Wealth Advisors's P Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Everpure Inc (P) in Q1 2020, closing a stake of 1,500 shares — an estimated $25K sold.

TRUE Private Wealth Advisors first reported a position in P in Q3 2018 and held it in 3 quarters. The position peaked at $38.9K in Q3 2018. 223 funds tracked by Wall St. Rank hold P as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Everpure Inc position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,500 Everpure Inc shares in Q1 2020, an estimated $25K.
TRUE Private Wealth Advisors first reported a position in Everpure Inc in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Everpure Inc position peaked at $38.9K in Q3 2018.
223 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.