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Legacy Financial Advisors’s Itron ITRI Stock Holding History

Legacy Financial Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-99
Closed -$5K – 1106
2018
Q4 		$5K Buy
99
+17
+21% +$899 ﹤0.01% 731
2018
Q3 		$5K Buy
+82
New +$5.17K ﹤0.01% 690

Other funds holding ITRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Itron (ITRI) in Q1 2019, closing a stake of 99 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in ITRI in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 229 funds tracked by Wall St. Rank hold ITRI as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Itron position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 99 Itron shares in Q1 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Itron in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Itron position peaked at $5K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held Itron as of Q1 2019.

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