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Legacy Financial Advisors’s Stagwell STGW Stock Holding History

Legacy Financial Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-843
Closed -$5K – 956
2018
Q1 		$5K Buy
843
+96
+13% +$820 ﹤0.01% 651
2017
Q4 		$7K Buy
+747
New +$8.2K ﹤0.01% 579

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Financial Advisors's STGW Position: Q2 2018 in Review

Legacy Financial Advisors sold out of Stagwell (STGW) in Q2 2018, closing a stake of 843 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in STGW in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 104 funds tracked by Wall St. Rank hold STGW as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Stagwell position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 843 Stagwell shares in Q2 2018, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Stagwell in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Stagwell position peaked at $7K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Stagwell as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.