TrueWealth LLC’s Wabash National WNC Stock Holding History

TrueWealth LLC’s Portfolio WNC Stock Details WNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-508	Closed	-$11K	–	925
2017 Q4	$11K	Buy	+508	New	+$10.6K	0.01%	494

Other funds holding WNC

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TrueWealth LLC's WNC Position: Q1 2018 in Review

TrueWealth LLC sold out of Wabash National (WNC) in Q1 2018, closing a stake of 508 shares — an estimated $11K sold.

TrueWealth LLC first reported a position in WNC in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 225 funds tracked by Wall St. Rank hold WNC as of Q1 2018.

TrueWealth LLC reported no remaining Wabash National position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 508 Wabash National shares in Q1 2018, an estimated $11K.
TrueWealth LLC first reported a position in Wabash National in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Wabash National position peaked at $11K in Q4 2017.
225 funds tracked by Wall St. Rank held Wabash National as of Q1 2018.

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