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Legacy Financial Advisors’s Watts Water Technologies WTS Stock Holding History

Legacy Financial Advisors’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-51
Closed -$4K – 918
2019
Q1 		$4K Hold
51
– – ﹤0.01% 830
2018
Q4 		$3K Hold
51
– – ﹤0.01% 817
2018
Q3 		$4K Hold
51
– – ﹤0.01% 745
2018
Q2 		$4K Hold
51
– – ﹤0.01% 751
2018
Q1 		$3K Hold
51
– – ﹤0.01% 727
2017
Q4 		$3K Buy
+51
New +$3.64K ﹤0.01% 712

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Watts Water Technologies (WTS) in Q2 2019, closing a stake of 51 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in WTS in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 234 funds tracked by Wall St. Rank hold WTS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Watts Water Technologies position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 51 Watts Water Technologies shares in Q2 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Watts Water Technologies in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Watts Water Technologies position peaked at $4K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2019.

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