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TRUE Private Wealth Advisors’s Ubiquiti UI Stock Holding History

TRUE Private Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-65
Closed -$6.43K – 867
2018
Q3 		$6.43K Buy
+65
New +$5.74K ﹤0.01% 844

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

TRUE Private Wealth Advisors sold out of Ubiquiti (UI) in Q4 2018, closing a stake of 65 shares — an estimated $6.43K sold.

TRUE Private Wealth Advisors first reported a position in UI in Q3 2018 and held it in 1 quarter. The position peaked at $6.43K in Q3 2018. 207 funds tracked by Wall St. Rank hold UI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Ubiquiti position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 65 Ubiquiti shares in Q4 2018, an estimated $6.43K.
  • TRUE Private Wealth Advisors first reported a position in Ubiquiti in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Ubiquiti position peaked at $6.43K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2018.

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