LFA
CORE

Legacy Financial Advisors’s Core Mark Holding Co., Inc. CORE Stock Holding History

Legacy Financial Advisors’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-152
Closed -$4K – 1179
2018
Q4 		$4K Hold
152
– – ﹤0.01% 789
2018
Q3 		$5K Hold
152
– – ﹤0.01% 710
2018
Q2 		$4K Hold
152
– – ﹤0.01% 758
2018
Q1 		$3K Hold
152
– – ﹤0.01% 732
2017
Q4 		$4K Buy
+152
New +$4.87K ﹤0.01% 683

Other funds holding CORE

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Legacy Financial Advisors's CORE Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Core Mark Holding Co., Inc. (CORE) in Q1 2019, closing a stake of 152 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in CORE in Q4 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 212 funds tracked by Wall St. Rank hold CORE as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Core Mark Holding Co., Inc. position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 152 Core Mark Holding Co., Inc. shares in Q1 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in Core Mark Holding Co., Inc. in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Core Mark Holding Co., Inc. position peaked at $5K in Q3 2018.
  • 212 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q1 2019.

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