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Legacy Financial Advisors’s Selective Insurance SIGI Stock Holding History

Legacy Financial Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-288
Closed -$18K – 762
2019
Q1 		$18K Hold
288
– – 0.01% 480
2018
Q4 		$18K Buy
288
+253
+723% +$15.7K 0.01% 436
2018
Q3 		$2K Hold
35
– – ﹤0.01% 820
2018
Q2 		$2K Hold
35
– – ﹤0.01% 835
2018
Q1 		$2K Hold
35
– – ﹤0.01% 766
2017
Q4 		$2K Buy
+35
New +$2.02K ﹤0.01% 754

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Selective Insurance (SIGI) in Q2 2019, closing a stake of 288 shares — an estimated $18K sold.

Legacy Financial Advisors first reported a position in SIGI in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2019. 243 funds tracked by Wall St. Rank hold SIGI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Selective Insurance position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 288 Selective Insurance shares in Q2 2019, an estimated $18K.
  • Legacy Financial Advisors first reported a position in Selective Insurance in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Selective Insurance position peaked at $18K in Q1 2019.
  • 243 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2019.

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