TPWA
UFS

TRUE Private Wealth Advisors’s DOMTAR CORPORATION (New) UFS Stock Holding History

TRUE Private Wealth Advisors’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-135
Closed -$6K – 818
2019
Q2 		$6K Buy
+135
New +$6.17K ﹤0.01% 627
2018
Q4 		– Sell
-135
Closed -$7.04K – 1072
2018
Q3 		$7.04K Buy
+135
New +$6.8K ﹤0.01% 828

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

TRUE Private Wealth Advisors sold out of DOMTAR CORPORATION (New) (UFS) in Q3 2019, closing a stake of 135 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in UFS in Q3 2018 and held it in 2 quarters. The position peaked at $7.04K in Q3 2018. 250 funds tracked by Wall St. Rank hold UFS as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining DOMTAR CORPORATION (New) position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 135 DOMTAR CORPORATION (New) shares in Q3 2019, an estimated $6K.
  • TRUE Private Wealth Advisors first reported a position in DOMTAR CORPORATION (New) in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's DOMTAR CORPORATION (New) position peaked at $7.04K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q3 2019.

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