RFA
LEAF

Reilly Financial Advisors’s Leaf Group Ltd. LEAF Stock Holding History

Reilly Financial Advisors’s Portfolio LEAF Stock Details LEAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,429
Closed -$20K – 965
2020
Q2 		$20K Buy
5,429
+1,229
+29% +$2.55K ﹤0.01% 450
2020
Q1 		$6K Buy
+4,200
New +$11.4K ﹤0.01% 665

Other funds holding LEAF

OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Reilly Financial Advisors's LEAF Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Leaf Group Ltd. (LEAF) in Q3 2020, closing a stake of 5,429 shares — an estimated $20K sold.

Reilly Financial Advisors first reported a position in LEAF in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 54 funds tracked by Wall St. Rank hold LEAF as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Leaf Group Ltd. position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 5,429 Leaf Group Ltd. shares in Q3 2020, an estimated $20K.
  • Reilly Financial Advisors first reported a position in Leaf Group Ltd. in Q1 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's Leaf Group Ltd. position peaked at $20K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Leaf Group Ltd. as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.