LFA
INFO

Legacy Financial Advisors’s IHS Markit Ltd. Common Shares INFO Stock Holding History

Legacy Financial Advisors’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-335
Closed -$18K – 992
2019
Q1 		$18K Buy
335
+322
+2,477% +$16.9K 0.01% 482
2018
Q4 		$1K Buy
+13
New +$665 ﹤0.01% 954
2018
Q2 		– Sell
-26
Closed -$1K – 968
2018
Q1 		$1K Hold
26
– – ﹤0.01% 796
2017
Q4 		$1K Buy
+26
New +$1.15K ﹤0.01% 798

Other funds holding INFO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Legacy Financial Advisors sold out of IHS Markit Ltd. Common Shares (INFO) in Q2 2019, closing a stake of 335 shares — an estimated $18K sold.

Legacy Financial Advisors first reported a position in INFO in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q1 2019. 494 funds tracked by Wall St. Rank hold INFO as of Q2 2019.

  • Legacy Financial Advisors reported no remaining IHS Markit Ltd. Common Shares position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 335 IHS Markit Ltd. Common Shares shares in Q2 2019, an estimated $18K.
  • Legacy Financial Advisors first reported a position in IHS Markit Ltd. Common Shares in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's IHS Markit Ltd. Common Shares position peaked at $18K in Q1 2019.
  • 494 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q2 2019.

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