LFA
CUK

Legacy Financial Advisors’s Carnival PLC CUK Stock Holding History

Legacy Financial Advisors’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-55
Closed -$3K – 837
2017
Q4 		$3K Buy
+55
New +$3.65K ﹤0.01% 693

Other funds holding CUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Legacy Financial Advisors's CUK Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Carnival PLC (CUK) in Q1 2018, closing a stake of 55 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in CUK in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 144 funds tracked by Wall St. Rank hold CUK as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Carnival PLC position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 55 Carnival PLC shares in Q1 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Carnival PLC in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Carnival PLC position peaked at $3K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.