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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 – 549
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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return