TrueWealth LLC’s BioTelemetry, Inc. BEAT Stock Holding History

TrueWealth LLC’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-191	Closed	-$6K	–	974
2017 Q4	$6K	Buy	+191	New	+$5.53K	﹤0.01%	644

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrueWealth LLC's BEAT Position: Q1 2018 in Review

TrueWealth LLC sold out of BioTelemetry, Inc. (BEAT) in Q1 2018, closing a stake of 191 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in BEAT in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 202 funds tracked by Wall St. Rank hold BEAT as of Q1 2018.

TrueWealth LLC reported no remaining BioTelemetry, Inc. position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 191 BioTelemetry, Inc. shares in Q1 2018, an estimated $6K.
TrueWealth LLC first reported a position in BioTelemetry, Inc. in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's BioTelemetry, Inc. position peaked at $6K in Q4 2017.
202 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.