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TrueWealth LLC’s Mohawk Industries MHK Stock Holding History

TrueWealth LLC’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40
Closed -$7K – 784
2018
Q3 		$7K Sell
40
-29
-42% -$5.69K ﹤0.01% 552
2018
Q2 		$15K Hold
69
– – 0.01% 424
2018
Q1 		$16K Hold
69
– – 0.01% 388
2017
Q4 		$19K Buy
+69
New +$18.5K 0.01% 404

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's MHK Position: Q4 2018 in Review

TrueWealth LLC sold out of Mohawk Industries (MHK) in Q4 2018, closing a stake of 40 shares — an estimated $7K sold.

TrueWealth LLC first reported a position in MHK in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 480 funds tracked by Wall St. Rank hold MHK as of Q4 2018.

  • TrueWealth LLC reported no remaining Mohawk Industries position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 40 Mohawk Industries shares in Q4 2018, an estimated $7K.
  • TrueWealth LLC first reported a position in Mohawk Industries in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Mohawk Industries position peaked at $19K in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2018.

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