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Lucia Wealth Services’s Illinois Tool Works ITW Stock Holding History

Lucia Wealth Services’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,155
Closed -$714K – 226
2018
Q2 		$714K Buy
+5,155
New +$763K 0.31% 73

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Lucia Wealth Services's ITW Position: Q3 2018 in Review

Lucia Wealth Services sold out of Illinois Tool Works (ITW) in Q3 2018, closing a stake of 5,155 shares — an estimated $714K sold.

Lucia Wealth Services first reported a position in ITW in Q2 2018 and held it in 1 quarter. The position peaked at $714K in Q2 2018. 1,190 funds tracked by Wall St. Rank hold ITW as of Q3 2018.

  • Lucia Wealth Services reported no remaining Illinois Tool Works position as of Q3 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 5,155 Illinois Tool Works shares in Q3 2018, an estimated $714K.
  • Lucia Wealth Services first reported a position in Illinois Tool Works in Q2 2018 and held it in 1 quarter.
  • Lucia Wealth Services's Illinois Tool Works position peaked at $714K in Q2 2018.
  • 1,190 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2018.

Based on Lucia Wealth Services's 13F filing for Q3 2018, filed 14 Nov 2018.