TrueWealth LLC’s Universal Electronics UEIC Stock Holding History

TrueWealth LLC’s Portfolio UEIC Stock Details UEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-250	Closed	-$6K	–	762
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	529
2018 Q3	$10K	Hold	250	–	–	﹤0.01%	492
2018 Q2	$8K	Hold	250	–	–	﹤0.01%	537
2018 Q1	$13K	Hold	250	–	–	0.01%	417
2017 Q4	$12K	Buy	+250	New	+$13.9K	0.01%	476

Other funds holding UEIC

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TrueWealth LLC's UEIC Position: Q1 2019 in Review

TrueWealth LLC sold out of Universal Electronics (UEIC) in Q1 2019, closing a stake of 250 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in UEIC in Q4 2017 and held it in 5 quarters. The position peaked at $13K in Q1 2018. 141 funds tracked by Wall St. Rank hold UEIC as of Q1 2019.

TrueWealth LLC reported no remaining Universal Electronics position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 250 Universal Electronics shares in Q1 2019, an estimated $6K.
TrueWealth LLC first reported a position in Universal Electronics in Q4 2017 and held it in 5 quarters.
TrueWealth LLC's Universal Electronics position peaked at $13K in Q1 2018.
141 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.