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Legacy Financial Advisors’s Crown Holdings CCK Stock Holding History

Legacy Financial Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$6K – 1065
2018
Q4 		$6K Hold
150
– – ﹤0.01% 689
2018
Q3 		$7K Hold
150
– – ﹤0.01% 608
2018
Q2 		$7K Hold
150
– – ﹤0.01% 617
2018
Q1 		$7K Hold
150
– – ﹤0.01% 567
2017
Q4 		$8K Buy
+150
New +$8.87K ﹤0.01% 524

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 CCK Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Crown Holdings (CCK) in Q1 2019, closing a stake of 150 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in CCK in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 390 funds tracked by Wall St. Rank hold CCK as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Crown Holdings position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 150 Crown Holdings shares in Q1 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Crown Holdings in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Crown Holdings position peaked at $8K in Q4 2017.
  • 390 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.