Legacy Advisors’s Waters Corp WAT Stock Holding History

Legacy Advisors’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-39	Closed	-$8K	–	392
2018 Q3	$8K	Buy	+39	New	+$7.55K	﹤0.01%	379
2018 Q1	–	Sell	-85	Closed	-$16K	–	462
2017 Q4	$16K	Buy	+85	New	+$16.4K	0.02%	208

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's WAT Position: Q4 2018 in Review

Legacy Advisors sold out of Waters Corp (WAT) in Q4 2018, closing a stake of 39 shares — an estimated $8K sold.

Legacy Advisors first reported a position in WAT in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q4 2017. 554 funds tracked by Wall St. Rank hold WAT as of Q4 2018.

Legacy Advisors reported no remaining Waters Corp position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 39 Waters Corp shares in Q4 2018, an estimated $8K.
Legacy Advisors first reported a position in Waters Corp in Q4 2017 and held it in 2 quarters.
Legacy Advisors's Waters Corp position peaked at $16K in Q4 2017.
554 funds tracked by Wall St. Rank held Waters Corp as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.