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Legacy Advisors’s Boston Omaha BOC Stock Holding History

Legacy Advisors’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-400
Closed -$9K – 141
2019
Q2 		$9K Hold
400
– – 0.01% 306
2019
Q1 		$10K Buy
+400
New +$10K ﹤0.01% 331
2018
Q4 		– Sell
-400
Closed -$12K – 153
2018
Q3 		$12K Hold
400
– – 0.01% 331
2018
Q2 		$8K Hold
400
– – 0.01% 321
2018
Q1 		$9K Buy
+400
New +$9.21K 0.01% 277

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Legacy Advisors's BOC Position: Q3 2019 in Review

Legacy Advisors sold out of Boston Omaha (BOC) in Q3 2019, closing a stake of 400 shares — an estimated $9K sold.

Legacy Advisors first reported a position in BOC in Q1 2018 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 60 funds tracked by Wall St. Rank hold BOC as of Q3 2019.

  • Legacy Advisors reported no remaining Boston Omaha position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 400 Boston Omaha shares in Q3 2019, an estimated $9K.
  • Legacy Advisors first reported a position in Boston Omaha in Q1 2018 and held it in 5 quarters.
  • Legacy Advisors's Boston Omaha position peaked at $12K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.