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Wagner Wealth Management (South Carolina)’s LivaNova LIVN Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio LIVN Stock Details LIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1K Hold
8
– – ﹤0.01% 627
2018
Q2 		$1K Hold
8
– – ﹤0.01% 596
2018
Q1 		$1K Buy
+8
New +$681 ﹤0.01% 555
2017
Q4 		– Hold
0
– – – 733

Other funds holding LIVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LIVN Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its LivaNova (LIVN) position steady in Q3 2018 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Wagner Wealth Management (South Carolina) first reported a position in LIVN in Q1 2018 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold LIVN as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 8 shares of LivaNova worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its LivaNova share count unchanged in Q3 2018.
  • LivaNova made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #627 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in LivaNova in Q1 2018 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held LivaNova as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.