LFA
AL

Legacy Financial Advisors’s Air Lease Corp AL Stock Holding History

Legacy Financial Advisors’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-186
Closed -$6K – 146
2019
Q1 		$6K Hold
186
– – ﹤0.01% 722
2018
Q4 		$6K Hold
186
– – ﹤0.01% 683
2018
Q3 		$8K Hold
186
– – ﹤0.01% 571
2018
Q2 		$8K Hold
186
– – ﹤0.01% 582
2018
Q1 		$7K Hold
186
– – ﹤0.01% 564
2017
Q4 		$8K Buy
+186
New +$8.17K ﹤0.01% 520

Other funds holding AL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Air Lease Corp (AL) in Q2 2019, closing a stake of 186 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in AL in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 296 funds tracked by Wall St. Rank hold AL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Air Lease Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 186 Air Lease Corp shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Air Lease Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Air Lease Corp position peaked at $8K in Q3 2018.
  • 296 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2019.

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