LFA
INST

Legacy Financial Advisors’s Instructure, Inc. INST Stock Holding History

Legacy Financial Advisors’s Portfolio INST Stock Details INST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-172
Closed -$6K – 1187
2018
Q4 		$6K Buy
172
+26
+18% +$916 ﹤0.01% 714
2018
Q3 		$5K Sell
146
-50
-26% -$2.05K ﹤0.01% 713
2018
Q2 		$9K Buy
196
+10
+5% +$422 ﹤0.01% 571
2018
Q1 		$7K Buy
186
+2
+1% +$79 ﹤0.01% 592
2017
Q4 		$6K Buy
+184
New +$6.27K ﹤0.01% 614

Other funds holding INST

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Instructure, Inc. (INST) in Q1 2019, closing a stake of 172 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in INST in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 137 funds tracked by Wall St. Rank hold INST as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Instructure, Inc. position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 172 Instructure, Inc. shares in Q1 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Instructure, Inc. in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Instructure, Inc. position peaked at $9K in Q2 2018.
  • 137 funds tracked by Wall St. Rank held Instructure, Inc. as of Q1 2019.

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