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Legacy Financial Advisors’s Owens Corning OC Stock Holding History

Legacy Financial Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-454
Closed -$20K – 1125
2018
Q4 		$20K Hold
454
– – 0.01% 414
2018
Q3 		$24K Sell
454
-131
-22% -$7.89K 0.01% 347
2018
Q2 		$38K Hold
585
– – 0.01% 282
2018
Q1 		$47K Hold
585
– – 0.02% 253
2017
Q4 		$53K Buy
+585
New +$49.3K 0.02% 232

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Advisors's OC Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Owens Corning (OC) in Q1 2019, closing a stake of 454 shares — an estimated $20K sold.

Legacy Financial Advisors first reported a position in OC in Q4 2017 and held it in 5 quarters. The position peaked at $53K in Q4 2017. 375 funds tracked by Wall St. Rank hold OC as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Owens Corning position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 454 Owens Corning shares in Q1 2019, an estimated $20K.
  • Legacy Financial Advisors first reported a position in Owens Corning in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Owens Corning position peaked at $53K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Owens Corning as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.