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Legacy Financial Advisors’s RLI Corp RLI Stock Holding History

Legacy Financial Advisors’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-176
Closed -$6K – 729
2019
Q1 		$6K Hold
176
– – ﹤0.01% 745
2018
Q4 		$6K Hold
176
– – ﹤0.01% 707
2018
Q3 		$6K Hold
176
– – ﹤0.01% 661
2018
Q2 		$6K Hold
176
– – ﹤0.01% 666
2018
Q1 		$5K Buy
176
+112
+175% +$3.46K ﹤0.01% 646
2017
Q4 		$1K Buy
+64
New +$1.88K ﹤0.01% 787

Other funds holding RLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legacy Financial Advisors sold out of RLI Corp (RLI) in Q2 2019, closing a stake of 176 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in RLI in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 248 funds tracked by Wall St. Rank hold RLI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining RLI Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 176 RLI Corp shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in RLI Corp in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's RLI Corp position peaked at $6K in Q1 2019.
  • 248 funds tracked by Wall St. Rank held RLI Corp as of Q2 2019.

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