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TRUE Private Wealth Advisors’s TransUnion TRU Stock Holding History

TRUE Private Wealth Advisors’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-40
Closed -$2K – 674
2019
Q2 		$2K Buy
+40
New +$2.74K ﹤0.01% 732
2018
Q4 		– Sell
-248
Closed -$18.2K – 857
2018
Q3 		$18.2K Buy
+248
New +$18.4K ﹤0.01% 628

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

TRUE Private Wealth Advisors sold out of TransUnion (TRU) in Q3 2019, closing a stake of 40 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in TRU in Q3 2018 and held it in 2 quarters. The position peaked at $18.2K in Q3 2018. 379 funds tracked by Wall St. Rank hold TRU as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining TransUnion position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 40 TransUnion shares in Q3 2019, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in TransUnion in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's TransUnion position peaked at $18.2K in Q3 2018.
  • 379 funds tracked by Wall St. Rank held TransUnion as of Q3 2019.

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