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Legacy Financial Advisors’s Jones Lang LaSalle JLL Stock Holding History

Legacy Financial Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-74
Closed -$11K – 521
2019
Q1 		$11K Hold
74
– – ﹤0.01% 598
2018
Q4 		$9K Buy
74
+3
+4% +$406 ﹤0.01% 592
2018
Q3 		$10K Hold
71
– – ﹤0.01% 520
2018
Q2 		$12K Hold
71
– – ﹤0.01% 475
2018
Q1 		$12K Sell
71
-875
-92% -$141K ﹤0.01% 440
2017
Q4 		$140K Buy
+946
New +$134K 0.06% 145

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Jones Lang LaSalle (JLL) in Q2 2019, closing a stake of 74 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in JLL in Q4 2017 and held it in 6 quarters. The position peaked at $140K in Q4 2017. 399 funds tracked by Wall St. Rank hold JLL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Jones Lang LaSalle position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 74 Jones Lang LaSalle shares in Q2 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in Jones Lang LaSalle in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Jones Lang LaSalle position peaked at $140K in Q4 2017.
  • 399 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2019.

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