LFA
FMSA

Legacy Financial Advisors’s Fairmount Santrol Holdings Inc. FMSA Stock Holding History

Legacy Financial Advisors’s Portfolio FMSA Stock Details FMSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-996
Closed -$5K – 951
2017
Q4 		$5K Buy
+996
New +$4.69K ﹤0.01% 654

Other funds holding FMSA

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Legacy Financial Advisors's FMSA Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Fairmount Santrol Holdings Inc. (FMSA) in Q1 2018, closing a stake of 996 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in FMSA in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 143 funds tracked by Wall St. Rank hold FMSA as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Fairmount Santrol Holdings Inc. position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 996 Fairmount Santrol Holdings Inc. shares in Q1 2018, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Fairmount Santrol Holdings Inc. in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Fairmount Santrol Holdings Inc. position peaked at $5K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Fairmount Santrol Holdings Inc. as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.