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Legacy Financial Advisors’s Timken Company TKR Stock Holding History

Legacy Financial Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-80
Closed -$4K – 951
2018
Q2 		$4K Buy
+80
New +$3.73K ﹤0.01% 749
2018
Q1 		– Sell
-30
Closed -$1K – 901
2017
Q4 		$1K Buy
+30
New +$1.45K ﹤0.01% 794

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legacy Financial Advisors's TKR Position: Q3 2018 in Review

Legacy Financial Advisors sold out of Timken Company (TKR) in Q3 2018, closing a stake of 80 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in TKR in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 356 funds tracked by Wall St. Rank hold TKR as of Q3 2018.

  • Legacy Financial Advisors reported no remaining Timken Company position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 80 Timken Company shares in Q3 2018, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Timken Company in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Timken Company position peaked at $4K in Q2 2018.
  • 356 funds tracked by Wall St. Rank held Timken Company as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.