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Legacy Financial Advisors’s Urban Outfitters URBN Stock Holding History

Legacy Financial Advisors’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-42
Closed -$1K – 1050
2018
Q3 		$1K Buy
+42
New +$1.89K ﹤0.01% 862

Other funds holding URBN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Financial Advisors's URBN Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Urban Outfitters (URBN) in Q4 2018, closing a stake of 42 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in URBN in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 318 funds tracked by Wall St. Rank hold URBN as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Urban Outfitters position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 42 Urban Outfitters shares in Q4 2018, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Urban Outfitters in Q3 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's Urban Outfitters position peaked at $1K in Q3 2018.
  • 318 funds tracked by Wall St. Rank held Urban Outfitters as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.