TrueWealth LLC’s Nomura Holdings NMR Stock Holding History

TrueWealth LLC’s Portfolio NMR Stock Details NMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-219	Closed	-$1K	–	880
2017 Q4	$1K	Buy	+219	New	+$1.27K	﹤0.01%	876

Other funds holding NMR

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TrueWealth LLC's NMR Position: Q1 2018 in Review

TrueWealth LLC sold out of Nomura Holdings (NMR) in Q1 2018, closing a stake of 219 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in NMR in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 97 funds tracked by Wall St. Rank hold NMR as of Q1 2018.

TrueWealth LLC reported no remaining Nomura Holdings position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 219 Nomura Holdings shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Nomura Holdings in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Nomura Holdings position peaked at $1K in Q4 2017.
97 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2018.

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