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Legacy Financial Advisors’s Honda HMC Stock Holding History

Legacy Financial Advisors’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-586
Closed -$16K – 448
2019
Q1 		$16K Buy
586
+37
+7% +$1.04K 0.01% 508
2018
Q4 		$15K Sell
549
-166
-23% -$4.59K 0.01% 466
2018
Q3 		$21K Buy
715
+497
+228% +$14.8K 0.01% 367
2018
Q2 		$6K Sell
218
-177
-45% -$5.83K ﹤0.01% 657
2018
Q1 		$13K Buy
395
+194
+97% +$6.84K 0.01% 426
2017
Q4 		$6K Buy
+201
New +$6.5K ﹤0.01% 601

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Honda (HMC) in Q2 2019, closing a stake of 586 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in HMC in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 226 funds tracked by Wall St. Rank hold HMC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Honda position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 586 Honda shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Honda in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Honda position peaked at $21K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Honda as of Q2 2019.

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