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Legacy Financial Advisors’s Astec Industries ASTE Stock Holding History

Legacy Financial Advisors’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-187
Closed -$11K – 885
2018
Q2 		$11K Buy
187
+30
+19% +$1.73K ﹤0.01% 489
2018
Q1 		$8K Sell
157
-16
-9% -$965 ﹤0.01% 523
2017
Q4 		$10K Buy
+173
New +$9.28K ﹤0.01% 467

Other funds holding ASTE

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Legacy Financial Advisors's ASTE Position: Q3 2018 in Review

Legacy Financial Advisors sold out of Astec Industries (ASTE) in Q3 2018, closing a stake of 187 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in ASTE in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q2 2018. 167 funds tracked by Wall St. Rank hold ASTE as of Q3 2018.

  • Legacy Financial Advisors reported no remaining Astec Industries position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 187 Astec Industries shares in Q3 2018, an estimated $11K.
  • Legacy Financial Advisors first reported a position in Astec Industries in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's Astec Industries position peaked at $11K in Q2 2018.
  • 167 funds tracked by Wall St. Rank held Astec Industries as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.