TrueWealth LLC’s First Data Corporation FDC Stock Holding History

TrueWealth LLC’s Portfolio FDC Stock Details FDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-340	Closed	-$9K	–	766
2019 Q2	$9K	Hold	340	–	–	﹤0.01%	482
2019 Q1	$9K	Hold	340	–	–	﹤0.01%	488
2018 Q4	$6K	Hold	340	–	–	﹤0.01%	533
2018 Q3	$8K	Hold	340	–	–	﹤0.01%	539
2018 Q2	$7K	Hold	340	–	–	﹤0.01%	569
2018 Q1	$5K	Hold	340	–	–	﹤0.01%	601
2017 Q4	$6K	Buy	+340	New	+$5.84K	﹤0.01%	645

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

TrueWealth LLC's FDC Position: Q3 2019 in Review

TrueWealth LLC sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 340 shares — an estimated $9K sold.

TrueWealth LLC first reported a position in FDC in Q4 2017 and held it in 7 quarters. The position peaked at $9K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

TrueWealth LLC reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
TrueWealth LLC sold 340 First Data Corporation shares in Q3 2019, an estimated $9K.
TrueWealth LLC first reported a position in First Data Corporation in Q4 2017 and held it in 7 quarters.
TrueWealth LLC's First Data Corporation position peaked at $9K in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.