WAM
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Wealthspire Advisors (Maryland)’s Trimble TRMB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,775
Closed -$72K – 1900
2019
Q1 		$72K Buy
1,775
+14
+0.8% +$531 0.01% 761
2018
Q4 		$58K Sell
1,761
-155
-8% -$5.7K 0.01% 801
2018
Q3 		$83K Sell
1,916
-32
-2% -$1.25K 0.01% 764
2018
Q2 		$64K Sell
1,948
-177
-8% -$6.14K 0.01% 892
2018
Q1 		$76K Sell
2,125
-77
-3% -$3.1K 0.01% 817
2017
Q4 		$89K Sell
2,202
-170
-7% -$6.97K 0.01% 763
2017
Q3 		$93K Sell
2,372
-15
-0.6% -$571 0.01% 744
2017
Q2 		$85K Buy
2,387
+794
+50% +$27.6K 0.01% 751
2017
Q1 		$51K Buy
1,593
+38
+2% +$1.18K 0.01% 795
2016
Q4 		$47K Buy
1,555
+1,535
+7,675% +$44K 0.01% 788
2016
Q3 		$1K Hold
20
– – ﹤0.01% 1663
2016
Q2 		$0 Hold
20
– – ﹤0.01% 1804
2016
Q1 		$0 Hold
20
– – ﹤0.01% 1840
2015
Q4 		$0 Buy
+20
New +$416 ﹤0.01% 1770

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRMB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Trimble (TRMB) in Q2 2019, closing a stake of 1,775 shares — an estimated $72K sold.

Wealthspire Advisors (Maryland) first reported a position in TRMB in Q4 2015 and held it in 14 quarters. The position peaked at $93K in Q3 2017. 407 funds tracked by Wall St. Rank hold TRMB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Trimble position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,775 Trimble shares in Q2 2019, an estimated $72K.
  • Wealthspire Advisors (Maryland) first reported a position in Trimble in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Trimble position peaked at $93K in Q3 2017.
  • 407 funds tracked by Wall St. Rank held Trimble as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.