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Legacy Financial Advisors’s SBA Communications SBAC Stock Holding History

Legacy Financial Advisors’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-169
Closed -$34K – 748
2019
Q1 		$34K Buy
169
+17
+11% +$3.08K 0.01% 348
2018
Q4 		$25K Buy
+152
New +$24.7K 0.01% 365
2018
Q2 		– Sell
-20
Closed -$3K – 954
2018
Q1 		$3K Hold
20
– – ﹤0.01% 720
2017
Q4 		$3K Buy
+20
New +$3.18K ﹤0.01% 706

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Legacy Financial Advisors sold out of SBA Communications (SBAC) in Q2 2019, closing a stake of 169 shares — an estimated $34K sold.

Legacy Financial Advisors first reported a position in SBAC in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q1 2019. 533 funds tracked by Wall St. Rank hold SBAC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining SBA Communications position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 169 SBA Communications shares in Q2 2019, an estimated $34K.
  • Legacy Financial Advisors first reported a position in SBA Communications in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's SBA Communications position peaked at $34K in Q1 2019.
  • 533 funds tracked by Wall St. Rank held SBA Communications as of Q2 2019.

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