TrueWealth LLC’s Timken Company TKR Stock Holding History

TrueWealth LLC’s Portfolio TKR Stock Details TKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-24	Closed	-$1K	–	909
2017 Q4	$1K	Buy	+24	New	+$1.16K	﹤0.01%	888

Other funds holding TKR

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TrueWealth LLC's TKR Position: Q1 2018 in Review

TrueWealth LLC sold out of Timken Company (TKR) in Q1 2018, closing a stake of 24 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in TKR in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 332 funds tracked by Wall St. Rank hold TKR as of Q1 2018.

TrueWealth LLC reported no remaining Timken Company position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 24 Timken Company shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Timken Company in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Timken Company position peaked at $1K in Q4 2017.
332 funds tracked by Wall St. Rank held Timken Company as of Q1 2018.

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