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Legacy Financial Advisors’s Eagle Materials EXP Stock Holding History

Legacy Financial Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-44
Closed -$3K – 1001
2018
Q3 		$3K Hold
44
– – ﹤0.01% 761
2018
Q2 		$5K Hold
44
– – ﹤0.01% 693
2018
Q1 		$4K Hold
44
– – ﹤0.01% 674
2017
Q4 		$4K Buy
+44
New +$4.76K ﹤0.01% 665

Other funds holding EXP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Legacy Financial Advisors's EXP Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Eagle Materials (EXP) in Q4 2018, closing a stake of 44 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in EXP in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 295 funds tracked by Wall St. Rank hold EXP as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Eagle Materials position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 44 Eagle Materials shares in Q4 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Eagle Materials in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Eagle Materials position peaked at $5K in Q2 2018.
  • 295 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.