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Legacy Financial Advisors’s LivaNova LIVN Stock Holding History

Legacy Financial Advisors’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-97
Closed -$9K – 560
2019
Q1 		$9K Sell
97
-60
-38% -$5.6K ﹤0.01% 636
2018
Q4 		$14K Buy
157
+14
+10% +$1.5K 0.01% 483
2018
Q3 		$17K Sell
143
-19
-12% -$2.24K 0.01% 400
2018
Q2 		$17K Hold
162
– – 0.01% 408
2018
Q1 		$13K Buy
162
+30
+23% +$2.56K 0.01% 429
2017
Q4 		$10K Buy
+132
New +$10.5K ﹤0.01% 480

Other funds holding LIVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Legacy Financial Advisors sold out of LivaNova (LIVN) in Q2 2019, closing a stake of 97 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in LIVN in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 214 funds tracked by Wall St. Rank hold LIVN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining LivaNova position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 97 LivaNova shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in LivaNova in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's LivaNova position peaked at $17K in Q3 2018.
  • 214 funds tracked by Wall St. Rank held LivaNova as of Q2 2019.

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