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Legacy Financial Advisors’s Banner Corp BANR Stock Holding History

Legacy Financial Advisors’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-21
Closed -$1K – 196
2019
Q1 		$1K Buy
21
+12
+133% +$682 ﹤0.01% 946
2018
Q4 		$0 Sell
9
-29
-76% -$1.68K ﹤0.01% 981
2018
Q3 		$2K Hold
38
– – ﹤0.01% 793
2018
Q2 		$2K Buy
38
+29
+322% +$1.7K ﹤0.01% 808
2018
Q1 		$0 Hold
9
– – ﹤0.01% 817
2017
Q4 		$0 Buy
+9
New +$522 ﹤0.01% 815

Other funds holding BANR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Banner Corp (BANR) in Q2 2019, closing a stake of 21 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in BANR in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 196 funds tracked by Wall St. Rank hold BANR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Banner Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 21 Banner Corp shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Banner Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Banner Corp position peaked at $2K in Q3 2018.
  • 196 funds tracked by Wall St. Rank held Banner Corp as of Q2 2019.

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