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Legacy Financial Advisors’s Bread Financial BFH Stock Holding History

Legacy Financial Advisors’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-223
Closed -$31K – 209
2019
Q1 		$31K Buy
223
+14
+7% +$1.91K 0.01% 364
2018
Q4 		$25K Sell
209
-161
-44% -$25.2K 0.01% 363
2018
Q3 		$69K Buy
370
+334
+928% +$63K 0.03% 210
2018
Q2 		$7K Hold
36
– – ﹤0.01% 615
2018
Q1 		$6K Hold
36
– – ﹤0.01% 597
2017
Q4 		$7K Buy
+36
New +$6.67K ﹤0.01% 558

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Bread Financial (BFH) in Q2 2019, closing a stake of 223 shares — an estimated $31K sold.

Legacy Financial Advisors first reported a position in BFH in Q4 2017 and held it in 6 quarters. The position peaked at $69K in Q3 2018. 473 funds tracked by Wall St. Rank hold BFH as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Bread Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 223 Bread Financial shares in Q2 2019, an estimated $31K.
  • Legacy Financial Advisors first reported a position in Bread Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Bread Financial position peaked at $69K in Q3 2018.
  • 473 funds tracked by Wall St. Rank held Bread Financial as of Q2 2019.

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