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Confluence Wealth Management’s Leggett & Platt LEG Stock Holding History

Confluence Wealth Management’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
2019
Q2 		– Sell
-4,764
Closed -$201K – 118
2019
Q1 		$201K Buy
+4,764
New +$200K 0.1% 115
2018
Q4 		– Sell
-4,764
Closed -$209K – 121
2018
Q3 		$209K Sell
4,764
-6
-0.1% -$270 0.11% 117
2018
Q2 		$213K Buy
+4,770
New +$205K 0.11% 118

Other funds holding LEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Confluence Wealth Management's LEG Position: Q2 2019 in Review

Confluence Wealth Management sold out of Leggett & Platt (LEG) in Q2 2019, closing a stake of 4,764 shares — an estimated $201K sold.

Confluence Wealth Management first reported a position in LEG in Q2 2018 and held it in 3 quarters. The position peaked at $213K in Q2 2018. 461 funds tracked by Wall St. Rank hold LEG as of Q2 2019.

  • Confluence Wealth Management reported no remaining Leggett & Platt position as of Q2 2019 after selling out during the quarter.
  • Confluence Wealth Management sold 4,764 Leggett & Platt shares in Q2 2019, an estimated $201K.
  • Confluence Wealth Management first reported a position in Leggett & Platt in Q2 2018 and held it in 3 quarters.
  • Confluence Wealth Management's Leggett & Platt position peaked at $213K in Q2 2018.
  • 461 funds tracked by Wall St. Rank held Leggett & Platt as of Q2 2019.

Based on Confluence Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.