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TrueWealth LLC’s Invitation Homes INVH Stock Holding History

TrueWealth LLC’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-431
Closed -$10K – 769
2018
Q3 		$10K Hold
431
– – ﹤0.01% 485
2018
Q2 		$10K Hold
431
– – ﹤0.01% 483
2018
Q1 		$10K Sell
431
-297
-41% -$6.59K 0.01% 454
2017
Q4 		$17K Buy
+728
New +$16.9K 0.01% 423

Other funds holding INVH

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrueWealth LLC's INVH Position: Q4 2018 in Review

TrueWealth LLC sold out of Invitation Homes (INVH) in Q4 2018, closing a stake of 431 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in INVH in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 281 funds tracked by Wall St. Rank hold INVH as of Q4 2018.

  • TrueWealth LLC reported no remaining Invitation Homes position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 431 Invitation Homes shares in Q4 2018, an estimated $10K.
  • TrueWealth LLC first reported a position in Invitation Homes in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Invitation Homes position peaked at $17K in Q4 2017.
  • 281 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2018.

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