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Legacy Financial Advisors’s Fortive FTV Stock Holding History

Legacy Financial Advisors’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-582
Closed -$31K – 407
2019
Q1 		$31K Buy
582
+57
+11% +$2.78K 0.01% 366
2018
Q4 		$22K Buy
525
+397
+310% +$18.6K 0.01% 390
2018
Q3 		$6K Hold
128
– – ﹤0.01% 642
2018
Q2 		$6K Buy
128
+31
+32% +$1.48K ﹤0.01% 653
2018
Q1 		$4K Hold
97
– – ﹤0.01% 678
2017
Q4 		$4K Buy
+97
New +$4.44K ﹤0.01% 667

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Fortive (FTV) in Q2 2019, closing a stake of 582 shares — an estimated $31K sold.

Legacy Financial Advisors first reported a position in FTV in Q4 2017 and held it in 6 quarters. The position peaked at $31K in Q1 2019. 805 funds tracked by Wall St. Rank hold FTV as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Fortive position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 582 Fortive shares in Q2 2019, an estimated $31K.
  • Legacy Financial Advisors first reported a position in Fortive in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Fortive position peaked at $31K in Q1 2019.
  • 805 funds tracked by Wall St. Rank held Fortive as of Q2 2019.

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