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Legacy Financial Advisors’s Ball Corp BALL Stock Holding History

Legacy Financial Advisors’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,100
Closed -$64K – 194
2019
Q1 		$64K Buy
1,100
+40
+4% +$2.13K 0.02% 236
2018
Q4 		$49K Buy
1,060
+238
+29% +$11.1K 0.02% 243
2018
Q3 		$36K Hold
822
– – 0.01% 284
2018
Q2 		$31K Hold
822
– – 0.01% 309
2018
Q1 		$32K Hold
822
– – 0.01% 298
2017
Q4 		$31K Buy
+822
New +$33.4K 0.01% 303

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Ball Corp (BALL) in Q2 2019, closing a stake of 1,100 shares — an estimated $64K sold.

Legacy Financial Advisors first reported a position in BALL in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q1 2019. 573 funds tracked by Wall St. Rank hold BALL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Ball Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,100 Ball Corp shares in Q2 2019, an estimated $64K.
  • Legacy Financial Advisors first reported a position in Ball Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Ball Corp position peaked at $64K in Q1 2019.
  • 573 funds tracked by Wall St. Rank held Ball Corp as of Q2 2019.

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