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Legacy Financial Advisors’s Quaker Houghton KWR Stock Holding History

Legacy Financial Advisors’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-49
Closed -$10K – 545
2019
Q1 		$10K Buy
49
+8
+20% +$1.59K ﹤0.01% 613
2018
Q4 		$7K Buy
+41
New +$7.9K ﹤0.01% 653

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Quaker Houghton (KWR) in Q2 2019, closing a stake of 49 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in KWR in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 217 funds tracked by Wall St. Rank hold KWR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Quaker Houghton position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 49 Quaker Houghton shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Quaker Houghton in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Quaker Houghton position peaked at $10K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held Quaker Houghton as of Q2 2019.

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