LFA
CAJ

Legacy Financial Advisors’s Canon, Inc. CAJ Stock Holding History

Legacy Financial Advisors’s Portfolio CAJ Stock Details CAJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-217
Closed -$6K – 968
2019
Q1 		$6K Buy
217
+111
+105% +$3.18K ﹤0.01% 754
2018
Q4 		$3K Sell
106
-227
-68% -$6.58K ﹤0.01% 820
2018
Q3 		$10K Hold
333
– – ﹤0.01% 535
2018
Q2 		$11K Hold
333
– – ﹤0.01% 510
2018
Q1 		$12K Sell
333
-154
-32% -$5.83K ﹤0.01% 446
2017
Q4 		$18K Buy
+487
New +$18.2K 0.01% 384

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Canon, Inc. (CAJ) in Q2 2019, closing a stake of 217 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in CAJ in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q4 2017. 133 funds tracked by Wall St. Rank hold CAJ as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Canon, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 217 Canon, Inc. shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Canon, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Canon, Inc. position peaked at $18K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2019.

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