TrueWealth LLC’s Crane NXT CXT Stock Holding History

TrueWealth LLC’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23	Closed	-$1K	–	740
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	763
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	772
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	739
2017 Q4	$1K	Buy	+23	New	+$672	﹤0.01%	845

Other funds holding CXT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TrueWealth LLC's CXT Position: Q4 2018 in Review

TrueWealth LLC sold out of Crane NXT (CXT) in Q4 2018, closing a stake of 23 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in CXT in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 348 funds tracked by Wall St. Rank hold CXT as of Q4 2018.

TrueWealth LLC reported no remaining Crane NXT position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 23 Crane NXT shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Crane NXT in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Crane NXT position peaked at $1K in Q3 2018.
348 funds tracked by Wall St. Rank held Crane NXT as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.