TrueWealth LLC’s Briggs & Stratton Corp. BGG Stock Holding History

TrueWealth LLC’s Portfolio BGG Stock Details BGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-174	Closed	-$3K	–	867
2018 Q2	$3K	Hold	174	–	–	﹤0.01%	718
2018 Q1	$4K	Hold	174	–	–	﹤0.01%	638
2017 Q4	$4K	Buy	+174	New	+$4.28K	﹤0.01%	739

Other funds holding BGG

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TrueWealth LLC's BGG Position: Q3 2018 in Review

TrueWealth LLC sold out of Briggs & Stratton Corp. (BGG) in Q3 2018, closing a stake of 174 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in BGG in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 185 funds tracked by Wall St. Rank hold BGG as of Q3 2018.

TrueWealth LLC reported no remaining Briggs & Stratton Corp. position as of Q3 2018 after selling out during the quarter.
TrueWealth LLC sold 174 Briggs & Stratton Corp. shares in Q3 2018, an estimated $3K.
TrueWealth LLC first reported a position in Briggs & Stratton Corp. in Q4 2017 and held it in 3 quarters.
TrueWealth LLC's Briggs & Stratton Corp. position peaked at $4K in Q1 2018.
185 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.