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Legacy Financial Advisors’s PJT Partners PJT Stock Holding History

Legacy Financial Advisors’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-147
Closed -$6K – 1133
2018
Q4 		$6K Hold
147
– – ﹤0.01% 706
2018
Q3 		$7K Sell
147
-15
-9% -$845 ﹤0.01% 620
2018
Q2 		$9K Buy
162
+19
+13% +$1.04K ﹤0.01% 554
2018
Q1 		$7K Hold
143
– – ﹤0.01% 578
2017
Q4 		$6K Buy
+143
New +$5.81K ﹤0.01% 607

Other funds holding PJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

Legacy Financial Advisors sold out of PJT Partners (PJT) in Q1 2019, closing a stake of 147 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in PJT in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q2 2018. 207 funds tracked by Wall St. Rank hold PJT as of Q1 2019.

  • Legacy Financial Advisors reported no remaining PJT Partners position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 147 PJT Partners shares in Q1 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in PJT Partners in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's PJT Partners position peaked at $9K in Q2 2018.
  • 207 funds tracked by Wall St. Rank held PJT Partners as of Q1 2019.

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