LFA
VMRK

Legacy Financial Advisors’s Vivmark Residential VMRK Stock Holding History

Legacy Financial Advisors’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-512
Closed -$39K – 355
2019
Q1 		$39K Buy
512
+41
+9% +$2.95K 0.01% 313
2018
Q4 		$31K Buy
471
+89
+23% +$5.98K 0.01% 325
2018
Q3 		$25K Buy
382
+34
+10% +$2.25K 0.01% 339
2018
Q2 		$22K Buy
348
+111
+47% +$6.92K 0.01% 359
2018
Q1 		$14K Hold
237
– – 0.01% 412
2017
Q4 		$15K Buy
+237
New +$15.8K 0.01% 407

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Vivmark Residential (VMRK) in Q2 2019, closing a stake of 512 shares — an estimated $39K sold.

Legacy Financial Advisors first reported a position in VMRK in Q4 2017 and held it in 6 quarters. The position peaked at $39K in Q1 2019. 549 funds tracked by Wall St. Rank hold VMRK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Vivmark Residential position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 512 Vivmark Residential shares in Q2 2019, an estimated $39K.
  • Legacy Financial Advisors first reported a position in Vivmark Residential in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Vivmark Residential position peaked at $39K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2019.

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