LFA
GRA

Legacy Financial Advisors’s W.R. Grace & Co. GRA Stock Holding History

Legacy Financial Advisors’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-221
Closed -$17K – 1063
2019
Q1 		$17K Hold
221
– – 0.01% 502
2018
Q4 		$14K Hold
221
– – 0.01% 494
2018
Q3 		$15K Hold
221
– – 0.01% 434
2018
Q2 		$16K Hold
221
– – 0.01% 423
2018
Q1 		$14K Hold
221
– – 0.01% 418
2017
Q4 		$15K Buy
+221
New +$16K 0.01% 416

Other funds holding GRA

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Legacy Financial Advisors sold out of W.R. Grace & Co. (GRA) in Q2 2019, closing a stake of 221 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in GRA in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2019. 262 funds tracked by Wall St. Rank hold GRA as of Q2 2019.

  • Legacy Financial Advisors reported no remaining W.R. Grace & Co. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 221 W.R. Grace & Co. shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in W.R. Grace & Co. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's W.R. Grace & Co. position peaked at $17K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q2 2019.

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