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Legacy Financial Advisors’s LCNB Corp LCNB Stock Holding History

Legacy Financial Advisors’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-744
Closed -$13K – 548
2019
Q1 		$13K Hold
744
– – ﹤0.01% 562
2018
Q4 		$11K Hold
744
– – ﹤0.01% 543
2018
Q3 		$13K Hold
744
– – ﹤0.01% 456
2018
Q2 		$15K Hold
744
– – 0.01% 432
2018
Q1 		$14K Hold
744
– – 0.01% 414
2017
Q4 		$15K Buy
+744
New +$15.5K 0.01% 409

Other funds holding LCNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Legacy Financial Advisors sold out of LCNB Corp (LCNB) in Q2 2019, closing a stake of 744 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in LCNB in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q2 2018. 71 funds tracked by Wall St. Rank hold LCNB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining LCNB Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 744 LCNB Corp shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in LCNB Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's LCNB Corp position peaked at $15K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2019.

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