TrueWealth LLC’s Ralph Lauren RL Stock Holding History

TrueWealth LLC’s Portfolio RL Stock Details RL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-44	Closed	-$5K	–	864
2018 Q1	$5K	Buy	44 +9	+26%	+$974	﹤0.01%	587
2017 Q4	$4K	Buy	+35	New	+$3.23K	﹤0.01%	718

Other funds holding RL

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TrueWealth LLC's RL Position: Q2 2018 in Review

TrueWealth LLC sold out of Ralph Lauren (RL) in Q2 2018, closing a stake of 44 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in RL in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 430 funds tracked by Wall St. Rank hold RL as of Q2 2018.

TrueWealth LLC reported no remaining Ralph Lauren position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 44 Ralph Lauren shares in Q2 2018, an estimated $5K.
TrueWealth LLC first reported a position in Ralph Lauren in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's Ralph Lauren position peaked at $5K in Q1 2018.
430 funds tracked by Wall St. Rank held Ralph Lauren as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.