LFA
SN

Legacy Financial Advisors’s Sanchez Energy Corporation SN Stock Holding History

Legacy Financial Advisors’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-969
Closed -$5K – 978
2018
Q2 		$5K Hold
969
– – ﹤0.01% 721
2018
Q1 		$3K Hold
969
– – ﹤0.01% 735
2017
Q4 		$5K Buy
+969
New +$4.58K ﹤0.01% 650

Other funds holding SN

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Financial Advisors's SN Position: Q3 2018 in Review

Legacy Financial Advisors sold out of Sanchez Energy Corporation (SN) in Q3 2018, closing a stake of 969 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in SN in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 94 funds tracked by Wall St. Rank hold SN as of Q3 2018.

  • Legacy Financial Advisors reported no remaining Sanchez Energy Corporation position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 969 Sanchez Energy Corporation shares in Q3 2018, an estimated $5K.
  • Legacy Financial Advisors first reported a position in Sanchez Energy Corporation in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's Sanchez Energy Corporation position peaked at $5K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held Sanchez Energy Corporation as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.