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CLA (CliftonLarsonAllen) Wealth Advisors’s Leggett & Platt LEG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-14,362
Closed -$685K – 134
2017
Q3 		$685K Buy
14,362
+292
+2% +$14.1K 0.07% 114
2017
Q2 		$739K Buy
14,070
+203
+1% +$10.6K 0.08% 107
2017
Q1 		$698K Buy
13,867
+3,076
+29% +$150K 0.08% 108
2016
Q4 		$527K Buy
+10,791
New +$513K 0.06% 113

Other funds holding LEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's LEG Position: Q4 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Leggett & Platt (LEG) in Q4 2017, closing a stake of 14,362 shares — an estimated $685K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LEG in Q4 2016 and held it in 4 quarters. The position peaked at $739K in Q2 2017. 497 funds tracked by Wall St. Rank hold LEG as of Q4 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Leggett & Platt position as of Q4 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 14,362 Leggett & Platt shares in Q4 2017, an estimated $685K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Leggett & Platt in Q4 2016 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Leggett & Platt position peaked at $739K in Q2 2017.
  • 497 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.