Wealthcare Advisory Partners’s TransUnion TRU Stock Holding History

Wealthcare Advisory Partners’s Portfolio TRU Stock Details TRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$29K	–	1280
2018 Q3	$29K	Buy	+400	New	+$29.7K	0.01%	583
2018 Q2	–	Sell	-100	Closed	–	–	1312
2018 Q1	$0	Hold	100	–	–	﹤0.01%	1247
2017 Q4	$5K	Buy	+100	New	+$5.32K	﹤0.01%	797

Other funds holding TRU

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Wealthcare Advisory Partners's TRU Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of TransUnion (TRU) in Q4 2018, closing a stake of 400 shares — an estimated $29K sold.

Wealthcare Advisory Partners first reported a position in TRU in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 329 funds tracked by Wall St. Rank hold TRU as of Q4 2018.

Wealthcare Advisory Partners reported no remaining TransUnion position as of Q4 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 400 TransUnion shares in Q4 2018, an estimated $29K.
Wealthcare Advisory Partners first reported a position in TransUnion in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's TransUnion position peaked at $29K in Q3 2018.
329 funds tracked by Wall St. Rank held TransUnion as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.