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Legacy Financial Advisors’s Tanger SKT Stock Holding History

Legacy Financial Advisors’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-900
Closed -$19K – 766
2019
Q1 		$19K Buy
900
+600
+200% +$12.9K 0.01% 466
2018
Q4 		$6K Hold
300
– – ﹤0.01% 708
2018
Q3 		$6K Hold
300
– – ﹤0.01% 662
2018
Q2 		$7K Buy
+300
New +$6.6K ﹤0.01% 631

Other funds holding SKT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Tanger (SKT) in Q2 2019, closing a stake of 900 shares — an estimated $19K sold.

Legacy Financial Advisors first reported a position in SKT in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q1 2019. 278 funds tracked by Wall St. Rank hold SKT as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Tanger position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 900 Tanger shares in Q2 2019, an estimated $19K.
  • Legacy Financial Advisors first reported a position in Tanger in Q2 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's Tanger position peaked at $19K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held Tanger as of Q2 2019.

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