TrueWealth LLC’s Globus Medical GMED Stock Holding History

TrueWealth LLC’s Portfolio GMED Stock Details GMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-240	Closed	-$10K	–	840
2017 Q4	$10K	Buy	+240	New	+$8.4K	﹤0.01%	507

Other funds holding GMED

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TrueWealth LLC's GMED Position: Q1 2018 in Review

TrueWealth LLC sold out of Globus Medical (GMED) in Q1 2018, closing a stake of 240 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in GMED in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 279 funds tracked by Wall St. Rank hold GMED as of Q1 2018.

TrueWealth LLC reported no remaining Globus Medical position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 240 Globus Medical shares in Q1 2018, an estimated $10K.
TrueWealth LLC first reported a position in Globus Medical in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Globus Medical position peaked at $10K in Q4 2017.
279 funds tracked by Wall St. Rank held Globus Medical as of Q1 2018.

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