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Legacy Financial Advisors’s Douglas Emmett DEI Stock Holding History

Legacy Financial Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11
Closed – – 309
2019
Q1 		$0 Hold
11
– – ﹤0.01% 1075
2018
Q4 		$0 Hold
11
– – ﹤0.01% 998
2018
Q3 		$0 Hold
11
– – ﹤0.01% 897
2018
Q2 		$0 Hold
11
– – ﹤0.01% 934
2018
Q1 		$0 Hold
11
– – ﹤0.01% 839
2017
Q4 		$0 Buy
+11
New +$444 ﹤0.01% 823

Other funds holding DEI

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Douglas Emmett (DEI) in Q2 2019, closing a stake of 11 shares.

Legacy Financial Advisors first reported a position in DEI in Q4 2017 and held it in 6 quarters. The position peaked at $0 in Q1 2019. 285 funds tracked by Wall St. Rank hold DEI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Douglas Emmett position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 11 Douglas Emmett shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Douglas Emmett in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Douglas Emmett position peaked at $0 in Q1 2019.
  • 285 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2019.

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