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Legacy Financial Advisors’s First Bancorp FBP Stock Holding History

Legacy Financial Advisors’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-793
Closed -$7K – 1083
2018
Q4 		$7K Buy
793
+194
+32% +$1.73K ﹤0.01% 648
2018
Q3 		$5K Buy
+599
New +$5.07K ﹤0.01% 684

Other funds holding FBP

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Legacy Financial Advisors sold out of First Bancorp (FBP) in Q1 2019, closing a stake of 793 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in FBP in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 216 funds tracked by Wall St. Rank hold FBP as of Q1 2019.

  • Legacy Financial Advisors reported no remaining First Bancorp position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 793 First Bancorp shares in Q1 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in First Bancorp in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's First Bancorp position peaked at $7K in Q4 2018.
  • 216 funds tracked by Wall St. Rank held First Bancorp as of Q1 2019.

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