LFA
LEVL

Legacy Financial Advisors’s Level One Bancorp, Inc. Common Stock LEVL Stock Holding History

Legacy Financial Advisors’s Portfolio LEVL Stock Details LEVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-596
Closed -$14K – 990
2019
Q1 		$14K Hold
596
– – ﹤0.01% 553
2018
Q4 		$13K Hold
596
– – 0.01% 512
2018
Q3 		$16K Buy
+596
New +$16.5K 0.01% 416

Other funds holding LEVL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Level One Bancorp, Inc. Common Stock (LEVL) in Q2 2019, closing a stake of 596 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in LEVL in Q3 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 49 funds tracked by Wall St. Rank hold LEVL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Level One Bancorp, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 596 Level One Bancorp, Inc. Common Stock shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Level One Bancorp, Inc. Common Stock in Q3 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Level One Bancorp, Inc. Common Stock position peaked at $16K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Level One Bancorp, Inc. Common Stock as of Q2 2019.

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