LA
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Legacy Advisors’s CrossAmerica Partners CAPL Stock Holding History

Legacy Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,395
Closed -$25K – 161
2018
Q3 		$25K Hold
1,395
– – 0.01% 280
2018
Q2 		$24K Hold
1,395
– – 0.02% 242
2018
Q1 		$29K Hold
1,395
– – 0.02% 188
2017
Q4 		$33K Hold
1,395
– – 0.03% 148
2017
Q3 		$38K Hold
1,395
– – 0.04% 122
2017
Q2 		$35K Hold
1,395
– – 0.04% 112
2017
Q1 		$36K Hold
1,395
– – 0.05% 107
2016
Q4 		$35K Buy
+1,395
New +$36K 0.05% 119

Other funds holding CAPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Legacy Advisors's CAPL Position: Q4 2018 in Review

Legacy Advisors sold out of CrossAmerica Partners (CAPL) in Q4 2018, closing a stake of 1,395 shares — an estimated $25K sold.

Legacy Advisors first reported a position in CAPL in Q4 2016 and held it in 8 quarters. The position peaked at $38K in Q3 2017. 40 funds tracked by Wall St. Rank hold CAPL as of Q4 2018.

  • Legacy Advisors reported no remaining CrossAmerica Partners position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 1,395 CrossAmerica Partners shares in Q4 2018, an estimated $25K.
  • Legacy Advisors first reported a position in CrossAmerica Partners in Q4 2016 and held it in 8 quarters.
  • Legacy Advisors's CrossAmerica Partners position peaked at $38K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.