LFA
MB

Legacy Financial Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Legacy Financial Advisors’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-243
Closed -$9K – 975
2018
Q1 		$9K Sell
243
-96
-28% -$3.43K ﹤0.01% 521
2017
Q4 		$10K Buy
+339
New +$10.4K ﹤0.01% 494

Other funds holding MB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM

Legacy Financial Advisors's MB Position: Q2 2018 in Review

Legacy Financial Advisors sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2018, closing a stake of 243 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in MB in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 161 funds tracked by Wall St. Rank hold MB as of Q2 2018.

  • Legacy Financial Advisors reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 243 MINDBODY, Inc. Class A Common Stock shares in Q2 2018, an estimated $9K.
  • Legacy Financial Advisors first reported a position in MINDBODY, Inc. Class A Common Stock in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's MINDBODY, Inc. Class A Common Stock position peaked at $10K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2018.

Based on Legacy Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.