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Affinity Investment Advisors’s Lindblad Expeditions LIND Stock Holding History

Affinity Investment Advisors’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,082
Closed -$95K – 195
2016
Q4 		$95K Hold
10,082
– – 0.01% 153
2016
Q3 		$91K Buy
+10,082
New +$94.9K 0.01% 151

Other funds holding LIND

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TCGI
Three Corner Global Investors New York $309M AUM 31.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinity Investment Advisors's LIND Position: Q1 2017 in Review

Affinity Investment Advisors sold out of Lindblad Expeditions (LIND) in Q1 2017, closing a stake of 10,082 shares — an estimated $95K sold.

Affinity Investment Advisors first reported a position in LIND in Q3 2016 and held it in 2 quarters. The position peaked at $95K in Q4 2016. 63 funds tracked by Wall St. Rank hold LIND as of Q1 2017.

  • Affinity Investment Advisors reported no remaining Lindblad Expeditions position as of Q1 2017 after selling out during the quarter.
  • Affinity Investment Advisors sold 10,082 Lindblad Expeditions shares in Q1 2017, an estimated $95K.
  • Affinity Investment Advisors first reported a position in Lindblad Expeditions in Q3 2016 and held it in 2 quarters.
  • Affinity Investment Advisors's Lindblad Expeditions position peaked at $95K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2017.

Based on Affinity Investment Advisors's 13F filing for Q1 2017, filed 4 May 2017.