TrueWealth LLC’s Ziff Davis ZD Stock Holding History

TrueWealth LLC’s Portfolio ZD Stock Details ZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-72	Closed	-$5K	–	927
2017 Q4	$5K	Buy	+72	New	+$4.69K	﹤0.01%	674

Other funds holding ZD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

TrueWealth LLC's ZD Position: Q1 2018 in Review

TrueWealth LLC sold out of Ziff Davis (ZD) in Q1 2018, closing a stake of 72 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in ZD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 278 funds tracked by Wall St. Rank hold ZD as of Q1 2018.

TrueWealth LLC reported no remaining Ziff Davis position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 72 Ziff Davis shares in Q1 2018, an estimated $5K.
TrueWealth LLC first reported a position in Ziff Davis in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Ziff Davis position peaked at $5K in Q4 2017.
278 funds tracked by Wall St. Rank held Ziff Davis as of Q1 2018.

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