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Legacy Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Legacy Financial Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-20
Closed -$3K – 658
2019
Q1 		$3K Hold
20
– – ﹤0.01% 862
2018
Q4 		$2K Hold
20
– – ﹤0.01% 848
2018
Q3 		$2K Hold
20
– – ﹤0.01% 813
2018
Q2 		$2K Hold
20
– – ﹤0.01% 828
2018
Q1 		$2K Buy
+20
New +$2.42K ﹤0.01% 761

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Legacy Financial Advisors sold out of iShares S&P 100 ETF (OEF) in Q2 2019, closing a stake of 20 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in OEF in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 325 funds tracked by Wall St. Rank hold OEF as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares S&P 100 ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 20 iShares S&P 100 ETF shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in iShares S&P 100 ETF in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's iShares S&P 100 ETF position peaked at $3K in Q1 2019.
  • 325 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2019.

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