LFA
WAT icon

Legacy Financial Advisors’s Waters Corp WAT Stock Holding History

Legacy Financial Advisors’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3
Closed -$1K – 958
2018
Q2 		$1K Hold
3
– – ﹤0.01% 900
2018
Q1 		$0 Hold
3
– – ﹤0.01% 913
2017
Q4 		$0 Buy
+3
New +$579 ﹤0.01% 863

Other funds holding WAT

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Waters Corp (WAT) in Q3 2018, closing a stake of 3 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in WAT in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 569 funds tracked by Wall St. Rank hold WAT as of Q3 2018.

  • Legacy Financial Advisors reported no remaining Waters Corp position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 3 Waters Corp shares in Q3 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Waters Corp in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's Waters Corp position peaked at $1K in Q2 2018.
  • 569 funds tracked by Wall St. Rank held Waters Corp as of Q3 2018.

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