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WealthPLAN Partners’s Leggett & Platt LEG Stock Holding History

WealthPLAN Partners’s Portfolio LEG Stock Details LEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-568
Closed -$14.5K – 1027
2016
Q2 		$14.5K Buy
+568
New +$28K ﹤0.01% 1575
2015
Q4 		$27.4K Buy
+1,950
New +$86.5K ﹤0.01% 794
2015
Q2 		$37K Sell
769
-901
-54% -$42.1K 0.02% 206
2015
Q1 		$78K Buy
+1,670
New +$74.5K 0.04% 199

Other funds holding LEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's LEG Position: Q3 2016 in Review

WealthPLAN Partners sold out of Leggett & Platt (LEG) in Q3 2016, closing a stake of 568 shares — an estimated $14.5K sold.

WealthPLAN Partners first reported a position in LEG in Q1 2015 and held it in 4 quarters. The position peaked at $78K in Q1 2015. 476 funds tracked by Wall St. Rank hold LEG as of Q3 2016.

  • WealthPLAN Partners reported no remaining Leggett & Platt position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 568 Leggett & Platt shares in Q3 2016, an estimated $14.5K.
  • WealthPLAN Partners first reported a position in Leggett & Platt in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Leggett & Platt position peaked at $78K in Q1 2015.
  • 476 funds tracked by Wall St. Rank held Leggett & Platt as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.