TrueWealth LLC’s Vulcan Materials VMC Stock Holding History

TrueWealth LLC’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8	Closed	-$1K	–	873
2018 Q1	$1K	Sell	8 -81	-91%	-$10.2K	﹤0.01%	781
2017 Q4	$11K	Buy	+89	New	+$10.9K	0.01%	492

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

TrueWealth LLC's VMC Position: Q2 2018 in Review

TrueWealth LLC sold out of Vulcan Materials (VMC) in Q2 2018, closing a stake of 8 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in VMC in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 558 funds tracked by Wall St. Rank hold VMC as of Q2 2018.

TrueWealth LLC reported no remaining Vulcan Materials position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 8 Vulcan Materials shares in Q2 2018, an estimated $1K.
TrueWealth LLC first reported a position in Vulcan Materials in Q4 2017 and held it in 2 quarters.
TrueWealth LLC's Vulcan Materials position peaked at $11K in Q4 2017.
558 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2018.

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