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Legacy Financial Advisors’s Ametek AME Stock Holding History

Legacy Financial Advisors’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-297
Closed -$25K – 158
2019
Q1 		$25K Hold
297
– – 0.01% 409
2018
Q4 		$20K Buy
297
+145
+95% +$10.4K 0.01% 409
2018
Q3 		$12K Buy
152
+6
+4% +$459 ﹤0.01% 462
2018
Q2 		$11K Buy
146
+25
+21% +$1.85K ﹤0.01% 488
2018
Q1 		$9K Hold
121
– – ﹤0.01% 491
2017
Q4 		$8K Buy
+121
New +$8.43K ﹤0.01% 521

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Financial Advisors's AME Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Ametek (AME) in Q2 2019, closing a stake of 297 shares — an estimated $25K sold.

Legacy Financial Advisors first reported a position in AME in Q4 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2019. 619 funds tracked by Wall St. Rank hold AME as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Ametek position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 297 Ametek shares in Q2 2019, an estimated $25K.
  • Legacy Financial Advisors first reported a position in Ametek in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Ametek position peaked at $25K in Q1 2019.
  • 619 funds tracked by Wall St. Rank held Ametek as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.