LFA
JBGS

Legacy Financial Advisors’s JBG SMITH JBGS Stock Holding History

Legacy Financial Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-27
Closed -$1K – 1109
2018
Q4 		$1K Hold
27
– – ﹤0.01% 907
2018
Q3 		$0 Hold
27
– – ﹤0.01% 913
2018
Q2 		$1K Hold
27
– – ﹤0.01% 872
2018
Q1 		$0 Hold
27
– – ﹤0.01% 858
2017
Q4 		$0 Buy
+27
New +$892 ﹤0.01% 833

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

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

Legacy Financial Advisors sold out of JBG SMITH (JBGS) in Q1 2019, closing a stake of 27 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in JBGS in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 283 funds tracked by Wall St. Rank hold JBGS as of Q1 2019.

  • Legacy Financial Advisors reported no remaining JBG SMITH position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 27 JBG SMITH shares in Q1 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in JBG SMITH in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's JBG SMITH position peaked at $1K in Q4 2018.
  • 283 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2019.

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