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Legacy Financial Advisors’s Acadia Realty Trust AKR Stock Holding History

Legacy Financial Advisors’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14
Closed – – 145
2019
Q1 		$0 Hold
14
– – ﹤0.01% 1054
2018
Q4 		$0 Hold
14
– – ﹤0.01% 971
2018
Q3 		$0 Hold
14
– – ﹤0.01% 880
2018
Q2 		$0 Hold
14
– – ﹤0.01% 926
2018
Q1 		$0 Hold
14
– – ﹤0.01% 810
2017
Q4 		$0 Buy
+14
New +$400 ﹤0.01% 811

Other funds holding AKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Legacy Financial Advisors's AKR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Acadia Realty Trust (AKR) in Q2 2019, closing a stake of 14 shares.

Legacy Financial Advisors first reported a position in AKR in Q4 2017 and held it in 6 quarters. The position peaked at $0 in Q1 2019. 184 funds tracked by Wall St. Rank hold AKR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Acadia Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Acadia Realty Trust shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Acadia Realty Trust in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Acadia Realty Trust position peaked at $0 in Q1 2019.
  • 184 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.