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Legacy Capital Partners’s Bread Financial BFH Stock Holding History

Legacy Capital Partners’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,522
Closed -$342K – 117
2014
Q2 		$342K Sell
1,522
-188
-11% -$38.3K 0.22% 87
2014
Q1 		$372K Buy
+1,710
New +$367K 0.26% 78

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AIM
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BIT
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TCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Partners's BFH Position: Q3 2014 in Review

Legacy Capital Partners sold out of Bread Financial (BFH) in Q3 2014, closing a stake of 1,522 shares — an estimated $342K sold.

Legacy Capital Partners first reported a position in BFH in Q1 2014 and held it in 2 quarters. The position peaked at $372K in Q1 2014. 453 funds tracked by Wall St. Rank hold BFH as of Q3 2014.

  • Legacy Capital Partners reported no remaining Bread Financial position as of Q3 2014 after selling out during the quarter.
  • Legacy Capital Partners sold 1,522 Bread Financial shares in Q3 2014, an estimated $342K.
  • Legacy Capital Partners first reported a position in Bread Financial in Q1 2014 and held it in 2 quarters.
  • Legacy Capital Partners's Bread Financial position peaked at $372K in Q1 2014.
  • 453 funds tracked by Wall St. Rank held Bread Financial as of Q3 2014.

Based on Legacy Capital Partners's 13F filing for Q3 2014, filed 12 Nov 2014.