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Legacy Private Trust’s Ametek AME Stock Holding History

Legacy Private Trust’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,978
Closed -$205K – 255
2014
Q1 		$205K Hold
3,978
– – 0.04% 203
2013
Q4 		$210K Buy
+3,978
New +$192K 0.04% 189

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Legacy Private Trust's AME Position: Q2 2014 in Review

Legacy Private Trust sold out of Ametek (AME) in Q2 2014, closing a stake of 3,978 shares — an estimated $205K sold.

Legacy Private Trust first reported a position in AME in Q4 2013 and held it in 2 quarters. The position peaked at $210K in Q4 2013. 441 funds tracked by Wall St. Rank hold AME as of Q2 2014.

  • Legacy Private Trust reported no remaining Ametek position as of Q2 2014 after selling out during the quarter.
  • Legacy Private Trust sold 3,978 Ametek shares in Q2 2014, an estimated $205K.
  • Legacy Private Trust first reported a position in Ametek in Q4 2013 and held it in 2 quarters.
  • Legacy Private Trust's Ametek position peaked at $210K in Q4 2013.
  • 441 funds tracked by Wall St. Rank held Ametek as of Q2 2014.

Based on Legacy Private Trust's 13F filing for Q2 2014, filed 15 Jul 2014.