TrueWealth LLC’s FCB Financial Holdings, Inc. FCB Stock Holding History

TrueWealth LLC’s Portfolio FCB Stock Details FCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-118	Closed	-$6K	–	958
2017 Q4	$6K	Buy	+118	New	+$5.79K	﹤0.01%	640

Other funds holding FCB

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

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

TrueWealth LLC's FCB Position: Q1 2018 in Review

TrueWealth LLC sold out of FCB Financial Holdings, Inc. (FCB) in Q1 2018, closing a stake of 118 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in FCB in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 182 funds tracked by Wall St. Rank hold FCB as of Q1 2018.

TrueWealth LLC reported no remaining FCB Financial Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 118 FCB Financial Holdings, Inc. shares in Q1 2018, an estimated $6K.
TrueWealth LLC first reported a position in FCB Financial Holdings, Inc. in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's FCB Financial Holdings, Inc. position peaked at $6K in Q4 2017.
182 funds tracked by Wall St. Rank held FCB Financial Holdings, Inc. as of Q1 2018.

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