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Legacy Wealth Management (Tennessee)’s Lamb Weston LW Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-62
Closed -$2.35K – 46
2016
Q4 		$2.35K Buy
+62
New +$2.11K ﹤0.01% 69

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s LW Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Lamb Weston (LW) in Q1 2017, closing a stake of 62 shares — an estimated $2.35K sold.

Legacy Wealth Management (Tennessee) first reported a position in LW in Q4 2016 and held it in 1 quarter. The position peaked at $2.35K in Q4 2016. 452 funds tracked by Wall St. Rank hold LW as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Lamb Weston position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 62 Lamb Weston shares in Q1 2017, an estimated $2.35K.
  • Legacy Wealth Management (Tennessee) first reported a position in Lamb Weston in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Lamb Weston position peaked at $2.35K in Q4 2016.
  • 452 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.