TrueWealth LLC’s Sally Beauty Holdings SBH Stock Holding History

TrueWealth LLC’s Portfolio SBH Stock Details SBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-12	Closed	–	–	898
2017 Q4	$0	Buy	+12	New	+$208	﹤0.01%	931

Other funds holding SBH

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

TrueWealth LLC's SBH Position: Q1 2018 in Review

TrueWealth LLC sold out of Sally Beauty Holdings (SBH) in Q1 2018, closing a stake of 12 shares.

TrueWealth LLC first reported a position in SBH in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 251 funds tracked by Wall St. Rank hold SBH as of Q1 2018.

TrueWealth LLC reported no remaining Sally Beauty Holdings position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 12 Sally Beauty Holdings shares in Q1 2018.
TrueWealth LLC first reported a position in Sally Beauty Holdings in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Sally Beauty Holdings position peaked at $0 in Q4 2017.
251 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2018.

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