LFA
SEM

Legacy Financial Advisors’s Select Medical SEM Stock Holding History

Legacy Financial Advisors’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,404
Closed -$138K – 1040
2018
Q3 		$142K Buy
+14,404
New +$149K 0.05% 134

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Legacy Financial Advisors's SEM Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Select Medical (SEM) in Q4 2018, closing a stake of 14,404 shares — an estimated $138K sold.

Legacy Financial Advisors first reported a position in SEM in Q3 2018 and held it in 1 quarter. The position peaked at $142K in Q3 2018. 208 funds tracked by Wall St. Rank hold SEM as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Select Medical position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 14,404 Select Medical shares in Q4 2018, an estimated $138K.
  • Legacy Financial Advisors first reported a position in Select Medical in Q3 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's Select Medical position peaked at $142K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Select Medical as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.