TrueWealth LLC’s Teradyne TER Stock Holding History

TrueWealth LLC’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14	Closed	-$1K	–	806
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	796
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	807
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	776
2017 Q4	$1K	Buy	+14	New	+$577	﹤0.01%	887

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

TrueWealth LLC's TER Position: Q4 2018 in Review

TrueWealth LLC sold out of Teradyne (TER) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in TER in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 386 funds tracked by Wall St. Rank hold TER as of Q4 2018.

TrueWealth LLC reported no remaining Teradyne position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 14 Teradyne shares in Q4 2018, an estimated $1K.
TrueWealth LLC first reported a position in Teradyne in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Teradyne position peaked at $1K in Q3 2018.
386 funds tracked by Wall St. Rank held Teradyne as of Q4 2018.

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