TrueWealth LLC’s Horizon Global Corporation HZN Stock Holding History

TrueWealth LLC’s Portfolio HZN Stock Details HZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$3K	–	831
2018 Q3	$3K	Hold	400	–	–	﹤0.01%	706
2018 Q2	$2K	Hold	400	–	–	﹤0.01%	758
2018 Q1	$3K	Hold	400	–	–	﹤0.01%	676
2017 Q4	$6K	Buy	+400	New	+$6.06K	﹤0.01%	637

Other funds holding HZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SCPM

Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

TrueWealth LLC's HZN Position: Q4 2018 in Review

TrueWealth LLC sold out of Horizon Global Corporation (HZN) in Q4 2018, closing a stake of 400 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in HZN in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 54 funds tracked by Wall St. Rank hold HZN as of Q4 2018.

TrueWealth LLC reported no remaining Horizon Global Corporation position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 400 Horizon Global Corporation shares in Q4 2018, an estimated $3K.
TrueWealth LLC first reported a position in Horizon Global Corporation in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Horizon Global Corporation position peaked at $6K in Q4 2017.
54 funds tracked by Wall St. Rank held Horizon Global Corporation as of Q4 2018.

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