LFA
BLD

Legacy Financial Advisors’s TopBuild BLD Stock Holding History

Legacy Financial Advisors’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-105
Closed -$5K – 984
2018
Q3 		$5K Sell
105
-25
-19% -$1.78K ﹤0.01% 675
2018
Q2 		$10K Sell
130
-14
-10% -$1.13K ﹤0.01% 518
2018
Q1 		$11K Hold
144
– – ﹤0.01% 449
2017
Q4 		$10K Buy
+144
New +$9.55K ﹤0.01% 468

Other funds holding BLD

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Legacy Financial Advisors's BLD Position: Q4 2018 in Review

Legacy Financial Advisors sold out of TopBuild (BLD) in Q4 2018, closing a stake of 105 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in BLD in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q1 2018. 236 funds tracked by Wall St. Rank hold BLD as of Q4 2018.

  • Legacy Financial Advisors reported no remaining TopBuild position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 105 TopBuild shares in Q4 2018, an estimated $5K.
  • Legacy Financial Advisors first reported a position in TopBuild in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's TopBuild position peaked at $11K in Q1 2018.
  • 236 funds tracked by Wall St. Rank held TopBuild as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.