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Legacy Financial Advisors’s PENN Entertainment PENN Stock Holding History

Legacy Financial Advisors’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-647
Closed -$13K – 682
2019
Q1 		$13K Sell
647
-447
-41% -$10.5K ﹤0.01% 567
2018
Q4 		$21K Buy
1,094
+728
+199% +$17.3K 0.01% 404
2018
Q3 		$12K Sell
366
-9
-2% -$299 ﹤0.01% 475
2018
Q2 		$14K Sell
375
-12
-3% -$375 0.01% 449
2018
Q1 		$10K Buy
387
+34
+10% +$982 ﹤0.01% 480
2017
Q4 		$11K Buy
+353
New +$9.53K ﹤0.01% 451

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Legacy Financial Advisors sold out of PENN Entertainment (PENN) in Q2 2019, closing a stake of 647 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in PENN in Q4 2017 and held it in 6 quarters. The position peaked at $21K in Q4 2018. 229 funds tracked by Wall St. Rank hold PENN as of Q2 2019.

  • Legacy Financial Advisors reported no remaining PENN Entertainment position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 647 PENN Entertainment shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in PENN Entertainment in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's PENN Entertainment position peaked at $21K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2019.

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