TrueWealth LLC’s Nasdaq NDAQ Stock Holding History

TrueWealth LLC’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-33	Closed	-$1K	–	790
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	784
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	793
2018 Q1	$1K	Hold	33	–	–	﹤0.01%	761
2017 Q4	$1K	Buy	+33	New	+$833	﹤0.01%	874

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

TrueWealth LLC's NDAQ Position: Q4 2018 in Review

TrueWealth LLC sold out of Nasdaq (NDAQ) in Q4 2018, closing a stake of 33 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in NDAQ in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 525 funds tracked by Wall St. Rank hold NDAQ as of Q4 2018.

TrueWealth LLC reported no remaining Nasdaq position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 33 Nasdaq shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Nasdaq in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Nasdaq position peaked at $1K in Q3 2018.
525 funds tracked by Wall St. Rank held Nasdaq as of Q4 2018.

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