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Legacy Financial Advisors’s Post Holdings POST Stock Holding History

Legacy Financial Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9
Closed -$1K – 695
2019
Q1 		$1K Hold
9
– – ﹤0.01% 1004
2018
Q4 		$1K Hold
9
– – ﹤0.01% 931
2018
Q3 		$0 Hold
9
– – ﹤0.01% 940
2018
Q2 		$1K Hold
9
– – ﹤0.01% 889
2018
Q1 		$0 Hold
9
– – ﹤0.01% 885
2017
Q4 		$0 Buy
+9
New +$479 ﹤0.01% 850

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Post Holdings (POST) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in POST in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 338 funds tracked by Wall St. Rank hold POST as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Post Holdings position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 9 Post Holdings shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Post Holdings in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Post Holdings position peaked at $1K in Q1 2019.
  • 338 funds tracked by Wall St. Rank held Post Holdings as of Q2 2019.

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