LFA
BEL

Legacy Financial Advisors’s Belmond Ltd. BEL Stock Holding History

Legacy Financial Advisors’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-318
Closed -$3K – 974
2018
Q1 		$3K Hold
318
– – ﹤0.01% 734
2017
Q4 		$3K Buy
+318
New +$4.07K ﹤0.01% 718

Other funds holding BEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's BEL Position: Q2 2018 in Review

Legacy Financial Advisors sold out of Belmond Ltd. (BEL) in Q2 2018, closing a stake of 318 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in BEL in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 134 funds tracked by Wall St. Rank hold BEL as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Belmond Ltd. position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 318 Belmond Ltd. shares in Q2 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Belmond Ltd. in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Belmond Ltd. position peaked at $3K in Q1 2018.
  • 134 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.