LFA
EFII

Legacy Financial Advisors’s Electronics for Imaging EFII Stock Holding History

Legacy Financial Advisors’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-199
Closed -$5K – 1205
2018
Q4 		$5K Hold
199
– – ﹤0.01% 762
2018
Q3 		$6K Hold
199
– – ﹤0.01% 671
2018
Q2 		$7K Hold
199
– – ﹤0.01% 641
2018
Q1 		$5K Hold
199
– – ﹤0.01% 666
2017
Q4 		$5K Buy
+199
New +$6.66K ﹤0.01% 657

Other funds holding EFII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Electronics for Imaging (EFII) in Q1 2019, closing a stake of 199 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in EFII in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 165 funds tracked by Wall St. Rank hold EFII as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Electronics for Imaging position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 199 Electronics for Imaging shares in Q1 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Electronics for Imaging in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Electronics for Imaging position peaked at $7K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Electronics for Imaging as of Q1 2019.

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