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TRUE Private Wealth Advisors’s State Street STT Stock Holding History

TRUE Private Wealth Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,697
Closed -$227K – 828
2018
Q3 		$227K Buy
2,697
+63
+2% +$5.54K 0.03% 248
2018
Q2 		$246K Sell
2,634
-561
-18% -$55.6K 0.04% 238
2018
Q1 		$319K Sell
3,195
-630
-16% -$66K 0.05% 179
2017
Q4 		$374K Buy
3,825
+74
+2% +$7.07K 0.06% 162
2017
Q3 		$359K Sell
3,751
-204
-5% -$19K 0.08% 105
2017
Q2 		$356K Buy
3,955
+405
+11% +$33.7K 0.08% 99
2017
Q1 		$279K Sell
3,550
-258
-7% -$20.5K 0.06% 116
2016
Q4 		$290K Buy
3,808
+258
+7% +$19.4K 0.07% 112
2016
Q3 		$244K Sell
3,550
-178
-5% -$11.6K 0.08% 122
2016
Q2 		$201K Sell
3,728
-178
-5% -$10.6K 0.07% 133
2016
Q1 		$229K Buy
+3,906
New +$222K 0.09% 112

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return