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Legacy Financial Advisors’s Ironwood Pharmaceuticals IRWD Stock Holding History

Legacy Financial Advisors’s Portfolio IRWD Stock Details IRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-778
Closed -$12K – 1020
2018
Q3 		$12K Buy
778
+63
+9% +$996 ﹤0.01% 471
2018
Q2 		$13K Buy
715
+79
+12% +$1.17K ﹤0.01% 457
2018
Q1 		$8K Hold
636
– – ﹤0.01% 535
2017
Q4 		$7K Buy
+636
New +$8.31K ﹤0.01% 573

Other funds holding IRWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Ironwood Pharmaceuticals (IRWD) in Q4 2018, closing a stake of 778 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in IRWD in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 145 funds tracked by Wall St. Rank hold IRWD as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Ironwood Pharmaceuticals position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 778 Ironwood Pharmaceuticals shares in Q4 2018, an estimated $12K.
  • Legacy Financial Advisors first reported a position in Ironwood Pharmaceuticals in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Ironwood Pharmaceuticals position peaked at $13K in Q2 2018.
  • 145 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q4 2018.

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