TRUE Private Wealth Advisors
TRTY icon

TRUE Private Wealth Advisors’s Cambria Trinity ETF TRTY Stock Holding History

TRUE Private Wealth Advisors’s Portfolio TRTY Stock Details TRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-767
Closed -$18K – 673
2019
Q2 		$18K Buy
+767
New +$18.5K ﹤0.01% 471

Other funds holding TRTY

Cambria Investment Management
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

TRUE Private Wealth Advisors's TRTY Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Cambria Trinity ETF (TRTY) in Q3 2019, closing a stake of 767 shares — an estimated $18K sold.

TRUE Private Wealth Advisors first reported a position in TRTY in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 10 funds tracked by Wall St. Rank hold TRTY as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining Cambria Trinity ETF position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 767 Cambria Trinity ETF shares in Q3 2019, an estimated $18K.
  • TRUE Private Wealth Advisors first reported a position in Cambria Trinity ETF in Q2 2019 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Cambria Trinity ETF position peaked at $18K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Cambria Trinity ETF as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.