LA
SAFE

Legacy Advisors’s Safehold SAFE Stock Holding History

Legacy Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-26
Closed -$2K – 286
2019
Q2 		$2K Hold
26
– – ﹤0.01% 352
2019
Q1 		$1K Buy
+26
New +$1.15K ﹤0.01% 396
2018
Q4 		– Sell
-26
Closed -$1K – 339
2018
Q3 		$1K Hold
26
– – ﹤0.01% 450
2018
Q2 		$1K Hold
26
– – ﹤0.01% 402
2018
Q1 		$1K Hold
26
– – ﹤0.01% 370
2017
Q4 		$1K Hold
26
– – ﹤0.01% 340
2017
Q3 		$1K Hold
26
– – ﹤0.01% 350
2017
Q2 		$1K Hold
26
– – ﹤0.01% 195
2017
Q1 		$1K Hold
26
– – ﹤0.01% 196
2016
Q4 		$1K Buy
+26
New +$1.48K ﹤0.01% 201

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Advisors's SAFE Position: Q3 2019 in Review

Legacy Advisors sold out of Safehold (SAFE) in Q3 2019, closing a stake of 26 shares — an estimated $2K sold.

Legacy Advisors first reported a position in SAFE in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q2 2019. 171 funds tracked by Wall St. Rank hold SAFE as of Q3 2019.

  • Legacy Advisors reported no remaining Safehold position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 26 Safehold shares in Q3 2019, an estimated $2K.
  • Legacy Advisors first reported a position in Safehold in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Safehold position peaked at $2K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Safehold as of Q3 2019.

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