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TRUE Private Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

TRUE Private Wealth Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-199
Closed -$3.66K – 782
2018
Q3 		$3.66K Buy
+199
New +$3.18K ﹤0.01% 942

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

TRUE Private Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q4 2018, closing a stake of 199 shares — an estimated $3.66K sold.

TRUE Private Wealth Advisors first reported a position in SBH in Q3 2018 and held it in 1 quarter. The position peaked at $3.66K in Q3 2018. 252 funds tracked by Wall St. Rank hold SBH as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 199 Sally Beauty Holdings shares in Q4 2018, an estimated $3.66K.
  • TRUE Private Wealth Advisors first reported a position in Sally Beauty Holdings in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Sally Beauty Holdings position peaked at $3.66K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2018.

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