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Legacy Financial Advisors’s International Bancshares IBOC Stock Holding History

Legacy Financial Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-16
Closed -$1K – 471
2019
Q1 		$1K Hold
16
– – ﹤0.01% 977
2018
Q4 		$1K Hold
16
– – ﹤0.01% 904
2018
Q3 		$0 Hold
16
– – ﹤0.01% 908
2018
Q2 		$1K Hold
16
– – ﹤0.01% 869
2018
Q1 		$0 Hold
16
– – ﹤0.01% 856
2017
Q4 		$0 Buy
+16
New +$645 ﹤0.01% 831

Other funds holding IBOC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Financial Advisors sold out of International Bancshares (IBOC) in Q2 2019, closing a stake of 16 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in IBOC in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 177 funds tracked by Wall St. Rank hold IBOC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining International Bancshares position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 16 International Bancshares shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in International Bancshares in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's International Bancshares position peaked at $1K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held International Bancshares as of Q2 2019.

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