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Legacy Financial Advisors’s Gates Industrial Corp GTES Stock Holding History

Legacy Financial Advisors’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-224
Closed -$4K – 1010
2018
Q3 		$4K Buy
+224
New +$3.92K ﹤0.01% 725

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CIP
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Financial Advisors's GTES Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Gates Industrial Corp (GTES) in Q4 2018, closing a stake of 224 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in GTES in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 96 funds tracked by Wall St. Rank hold GTES as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Gates Industrial Corp position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 224 Gates Industrial Corp shares in Q4 2018, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Gates Industrial Corp in Q3 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's Gates Industrial Corp position peaked at $4K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.