LA
RH icon

Legacy Advisors’s RH RH Stock Holding History

Legacy Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-150
Closed -$15K – 414
2019
Q1 		$15K Buy
+150
New +$20.4K ﹤0.01% 304
2018
Q4 		– Sell
-150
Closed -$20K – 333
2018
Q3 		$20K Hold
150
– – 0.01% 298
2018
Q2 		$21K Hold
150
– – 0.02% 252
2018
Q1 		$13K Hold
150
– – 0.01% 247
2017
Q4 		$12K Hold
150
– – 0.01% 241
2017
Q3 		$10K Hold
150
– – 0.01% 224
2017
Q2 		$9K Hold
150
– – 0.01% 167
2017
Q1 		$6K Buy
+150
New +$4.64K 0.01% 167

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return