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Legacy Financial Advisors’s STAG Industrial STAG Stock Holding History

Legacy Financial Advisors’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,439
Closed -$102K – 784
2019
Q1 		$102K Buy
3,439
+113
+3% +$3.12K 0.03% 158
2018
Q4 		$83K Hold
3,326
– – 0.03% 161
2018
Q3 		$91K Hold
3,326
– – 0.03% 181
2018
Q2 		$91K Sell
3,326
-208
-6% -$5.32K 0.03% 177
2018
Q1 		$83K Buy
3,534
+51
+1% +$1.24K 0.03% 188
2017
Q4 		$95K Buy
+3,483
New +$97.4K 0.04% 181

Other funds holding STAG

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Legacy Financial Advisors sold out of STAG Industrial (STAG) in Q2 2019, closing a stake of 3,439 shares — an estimated $102K sold.

Legacy Financial Advisors first reported a position in STAG in Q4 2017 and held it in 6 quarters. The position peaked at $102K in Q1 2019. 285 funds tracked by Wall St. Rank hold STAG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining STAG Industrial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,439 STAG Industrial shares in Q2 2019, an estimated $102K.
  • Legacy Financial Advisors first reported a position in STAG Industrial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's STAG Industrial position peaked at $102K in Q1 2019.
  • 285 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2019.

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