W
TRUE

Wealthfront’s TrueCar TRUE Stock Holding History

Wealthfront’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-23
Closed – – 995
2015
Q3 		$0 Buy
+23
New +$163 ﹤0.01% 1433

Other funds holding TRUE

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthfront's TRUE Position: Q4 2015 in Review

Wealthfront sold out of TrueCar (TRUE) in Q4 2015, closing a stake of 23 shares.

Wealthfront first reported a position in TRUE in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 76 funds tracked by Wall St. Rank hold TRUE as of Q4 2015.

  • Wealthfront reported no remaining TrueCar position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 23 TrueCar shares in Q4 2015.
  • Wealthfront first reported a position in TrueCar in Q3 2015 and held it in 1 quarter.
  • Wealthfront's TrueCar position peaked at $0 in Q3 2015.
  • 76 funds tracked by Wall St. Rank held TrueCar as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.