LFA
BIG

Legacy Financial Advisors’s Big Lots, Inc. BIG Stock Holding History

Legacy Financial Advisors’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,439
Closed -$103K – 961
2018
Q1 		$103K Sell
2,439
-388
-14% -$21.3K 0.04% 162
2017
Q4 		$158K Buy
+2,827
New +$153K 0.06% 137

Other funds holding BIG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Big Lots, Inc. (BIG) in Q2 2018, closing a stake of 2,439 shares — an estimated $103K sold.

Legacy Financial Advisors first reported a position in BIG in Q4 2017 and held it in 2 quarters. The position peaked at $158K in Q4 2017. 282 funds tracked by Wall St. Rank hold BIG as of Q2 2018.

  • Legacy Financial Advisors reported no remaining Big Lots, Inc. position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,439 Big Lots, Inc. shares in Q2 2018, an estimated $103K.
  • Legacy Financial Advisors first reported a position in Big Lots, Inc. in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Big Lots, Inc. position peaked at $158K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2018.

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