Advisory Research’s Limoneira LMNR Stock Holding History

Advisory Research’s Portfolio LMNR Stock Details LMNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,548	Closed	-$126K	–	519
2014 Q1	$126K	Sell	5,548 -39,502	-88%	-$892K	﹤0.01%	335
2013 Q4	$1.2M	Hold	45,050	–	–	0.01%	230
2013 Q3	$1.16M	Hold	45,050	–	–	0.01%	232
2013 Q2	$934K	Buy	+45,050	New	+$873K	0.01%	245

Other funds holding LMNR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Advisory Research's LMNR Position: Q2 2014 in Review

Advisory Research sold out of Limoneira (LMNR) in Q2 2014, closing a stake of 5,548 shares — an estimated $126K sold.

Advisory Research first reported a position in LMNR in Q2 2013 and held it in 4 quarters. The position peaked at $1.2M in Q4 2013. 71 funds tracked by Wall St. Rank hold LMNR as of Q2 2014.

Advisory Research reported no remaining Limoneira position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 5,548 Limoneira shares in Q2 2014, an estimated $126K.
Advisory Research first reported a position in Limoneira in Q2 2013 and held it in 4 quarters.
Advisory Research's Limoneira position peaked at $1.2M in Q4 2013.
71 funds tracked by Wall St. Rank held Limoneira as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.