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Wealthspire Advisors (Maryland)’s TransUnion TRU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-303
Closed -$20K – 1906
2019
Q1 		$20K Buy
303
+220
+265% +$13.6K ﹤0.01% 1284
2018
Q4 		$5K Sell
83
-21
-20% -$1.34K ﹤0.01% 1758
2018
Q3 		$8K Hold
104
– – ﹤0.01% 1626
2018
Q2 		$7K Buy
104
+21
+25% +$1.4K ﹤0.01% 1680
2018
Q1 		$5K Buy
83
+12
+17% +$692 ﹤0.01% 1837
2017
Q4 		$4K Buy
71
+19
+37% +$1.01K ﹤0.01% 1925
2017
Q3 		$2K Hold
52
– – ﹤0.01% 2017
2017
Q2 		$2K Buy
52
+4
+8% +$166 ﹤0.01% 2014
2017
Q1 		$2K Hold
48
– – ﹤0.01% 1718
2016
Q4 		$1K Sell
48
-1,123
-96% -$35.3K ﹤0.01% 1681
2016
Q3 		$40K Sell
1,171
-639
-35% -$21.4K 0.01% 840
2016
Q2 		$61K Buy
1,810
+356
+24% +$10.9K 0.01% 684
2016
Q1 		$40K Sell
1,454
-451
-24% -$11.4K 0.01% 758
2015
Q4 		$53K Buy
+1,905
New +$49K 0.01% 699

Other funds holding TRU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of TransUnion (TRU) in Q2 2019, closing a stake of 303 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in TRU in Q4 2015 and held it in 14 quarters. The position peaked at $61K in Q2 2016. 354 funds tracked by Wall St. Rank hold TRU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining TransUnion position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 303 TransUnion shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in TransUnion in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s TransUnion position peaked at $61K in Q2 2016.
  • 354 funds tracked by Wall St. Rank held TransUnion as of Q2 2019.

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