LFA
LOAN

Legacy Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Legacy Financial Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,091
Closed -$14K – 1025
2018
Q3 		$14K Sell
14,091
-694
-5% -$4.72K 0.01% 442
2018
Q2 		$15K Buy
+14,785
New +$107K 0.01% 434

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Legacy Financial Advisors's LOAN Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Manhattan Bridge Capital (LOAN) in Q4 2018, closing a stake of 14,091 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in LOAN in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 23 funds tracked by Wall St. Rank hold LOAN as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Manhattan Bridge Capital position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 14,091 Manhattan Bridge Capital shares in Q4 2018, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Manhattan Bridge Capital in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Manhattan Bridge Capital position peaked at $15K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.