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Legacy Financial Advisors’s SL Green Realty SLG Stock Holding History

Legacy Financial Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-20
Closed -$2K – 769
2019
Q1 		$2K Buy
20
+8
+67% +$693 ﹤0.01% 915
2018
Q4 		$1K Sell
12
-31
-72% -$2.74K ﹤0.01% 937
2018
Q3 		$4K Hold
43
– – ﹤0.01% 737
2018
Q2 		$4K Hold
43
– – ﹤0.01% 743
2018
Q1 		$3K Buy
+43
New +$4.03K ﹤0.01% 721

Other funds holding SLG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Financial Advisors sold out of SL Green Realty (SLG) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in SLG in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 335 funds tracked by Wall St. Rank hold SLG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining SL Green Realty position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 20 SL Green Realty shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in SL Green Realty in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's SL Green Realty position peaked at $4K in Q3 2018.
  • 335 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2019.

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