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Legacy Financial Advisors’s Cousins Properties CUZ Stock Holding History

Legacy Financial Advisors’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22
Closed -$1K – 301
2019
Q1 		$1K Buy
22
+9
+69% +$329 ﹤0.01% 962
2018
Q4 		$0 Sell
13
-2
-13% -$67 ﹤0.01% 994
2018
Q3 		$0 Hold
15
– – ﹤0.01% 896
2018
Q2 		$1K Buy
+15
New +$546 ﹤0.01% 858

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Cousins Properties (CUZ) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in CUZ in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 332 funds tracked by Wall St. Rank hold CUZ as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Cousins Properties position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 22 Cousins Properties shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Cousins Properties in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Cousins Properties position peaked at $1K in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2019.

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