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Legacy Financial Advisors’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Legacy Financial Advisors’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-282
Closed -$9K – 1161
2018
Q4 		$9K Sell
282
-26
-8% -$803 ﹤0.01% 602
2018
Q3 		$11K Buy
308
+38
+14% +$1.51K ﹤0.01% 505
2018
Q2 		$11K Buy
270
+87
+48% +$4.01K ﹤0.01% 507
2018
Q1 		$9K Buy
183
+60
+49% +$3.45K ﹤0.01% 514
2017
Q4 		$7K Buy
+123
New +$7.07K ﹤0.01% 582

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legacy Financial Advisors's BECN Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Beacon Roofing Supply, Inc. (BECN) in Q1 2019, closing a stake of 282 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in BECN in Q4 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 209 funds tracked by Wall St. Rank hold BECN as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Beacon Roofing Supply, Inc. position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 282 Beacon Roofing Supply, Inc. shares in Q1 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Beacon Roofing Supply, Inc. in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Beacon Roofing Supply, Inc. position peaked at $11K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.