LFA
LFT

Legacy Financial Advisors’s Lument Finance Trust LFT Stock Holding History

Legacy Financial Advisors’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-563
Closed -$2K – 553
2019
Q1 		$2K Buy
+563
New +$1.91K ﹤0.01% 903

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Lument Finance Trust (LFT) in Q2 2019, closing a stake of 563 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in LFT in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 39 funds tracked by Wall St. Rank hold LFT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Lument Finance Trust position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 563 Lument Finance Trust shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Lument Finance Trust in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Lument Finance Trust position peaked at $2K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2019.

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