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Legacy Financial Advisors’s Semtech SMTC Stock Holding History

Legacy Financial Advisors’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-93
Closed -$5K – 772
2019
Q1 		$5K Sell
93
-118
-56% -$6.09K ﹤0.01% 782
2018
Q4 		$10K Buy
211
+1
+0.5% +$48 ﹤0.01% 568
2018
Q3 		$11K Sell
210
-21
-9% -$1.1K ﹤0.01% 500
2018
Q2 		$12K Sell
231
-59
-20% -$2.65K ﹤0.01% 481
2018
Q1 		$12K Hold
290
– – ﹤0.01% 444
2017
Q4 		$9K Buy
+290
New +$10.9K ﹤0.01% 512

Other funds holding SMTC

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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Semtech (SMTC) in Q2 2019, closing a stake of 93 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in SMTC in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 220 funds tracked by Wall St. Rank hold SMTC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Semtech position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 93 Semtech shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Semtech in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Semtech position peaked at $12K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Semtech as of Q2 2019.

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