Legacy Financial Advisors’s Cactus WHD Stock Holding History

Legacy Financial Advisors’s Portfolio WHD Stock Details WHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-201	Closed	-$7K	–	902
2019 Q1	$7K	Buy	+201	New	+$6.85K	﹤0.01%	709

Other funds holding WHD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Cactus (WHD) in Q2 2019, closing a stake of 201 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in WHD in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 179 funds tracked by Wall St. Rank hold WHD as of Q2 2019.

Legacy Financial Advisors reported no remaining Cactus position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 201 Cactus shares in Q2 2019, an estimated $7K.
Legacy Financial Advisors first reported a position in Cactus in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Cactus position peaked at $7K in Q1 2019.
179 funds tracked by Wall St. Rank held Cactus as of Q2 2019.

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