LFA
LHCG

Legacy Financial Advisors’s LHC Group LLC LHCG Stock Holding History

Legacy Financial Advisors’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-144
Closed -$16K – 970
2019
Q1 		$16K Buy
144
+41
+40% +$4.38K 0.01% 517
2018
Q4 		$10K Sell
103
-11
-10% -$1.05K ﹤0.01% 576
2018
Q3 		$11K Buy
114
+7
+7% +$655 ﹤0.01% 507
2018
Q2 		$9K Buy
+107
New +$8.16K ﹤0.01% 569

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Legacy Financial Advisors sold out of LHC Group LLC (LHCG) in Q2 2019, closing a stake of 144 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in LHCG in Q2 2018 and held it in 4 quarters. The position peaked at $16K in Q1 2019. 270 funds tracked by Wall St. Rank hold LHCG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining LHC Group LLC position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 144 LHC Group LLC shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in LHC Group LLC in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's LHC Group LLC position peaked at $16K in Q1 2019.
  • 270 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2019.

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