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Legacy Financial Advisors’s Ingersoll Rand IR Stock Holding History

Legacy Financial Advisors’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-354
Closed -$7K – 1104
2018
Q4 		$7K Buy
354
+42
+13% +$1.03K ﹤0.01% 651
2018
Q3 		$8K Buy
+312
New +$8.74K ﹤0.01% 583

Other funds holding IR

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Legacy Financial Advisors's IR Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Ingersoll Rand (IR) in Q1 2019, closing a stake of 354 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in IR in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 205 funds tracked by Wall St. Rank hold IR as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Ingersoll Rand position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 354 Ingersoll Rand shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Ingersoll Rand in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Ingersoll Rand position peaked at $8K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.