VSWA
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Vontobel Swiss Wealth Advisors’s Trimble TRMB Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,200
Closed -$32K – 100
2014
Q4 		$32K Buy
+1,200
New +$33.8K 0.02% 66

Other funds holding TRMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's TRMB Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Trimble (TRMB) in Q1 2015, closing a stake of 1,200 shares — an estimated $32K sold.

Vontobel Swiss Wealth Advisors first reported a position in TRMB in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 338 funds tracked by Wall St. Rank hold TRMB as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Trimble position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,200 Trimble shares in Q1 2015, an estimated $32K.
  • Vontobel Swiss Wealth Advisors first reported a position in Trimble in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Trimble position peaked at $32K in Q4 2014.
  • 338 funds tracked by Wall St. Rank held Trimble as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.