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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 – 408
2019
Q1 		$15K Buy
+150
New +$20.4K ﹤0.01% 304
2018
Q4 		– Sell
-150
Closed -$20K – 332
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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 $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $276B AUM 44.8% 1-Year Est. Return

Legacy Advisors's RH Position: Q2 2019 in Review

Legacy Advisors sold out of RH (RH) in Q2 2019, closing a stake of 150 shares — an estimated $15K sold.

Legacy Advisors first reported a position in RH in Q1 2017 and held it in 8 quarters. The position peaked at $21K in Q2 2018. 244 funds tracked by Wall St. Rank hold RH as of Q2 2019.

  • Legacy Advisors reported no remaining RH position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 150 RH shares in Q2 2019, an estimated $15K.
  • Legacy Advisors first reported a position in RH in Q1 2017 and held it in 8 quarters.
  • Legacy Advisors's RH position peaked at $21K in Q2 2018.
  • 244 funds tracked by Wall St. Rank held RH as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.