AWM
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Arbor Wealth Management’s Limbach Holdings LMB Stock Holding History

Arbor Wealth Management’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-64
Closed – – 212
2018
Q4 		$0 Sell
64
-209,779
-100% -$1.54M ﹤0.01% 196
2018
Q3 		$2.36M Sell
209,843
-1,965
-0.9% -$20.9K 1.86% 20
2018
Q2 		$2.25M Sell
211,808
-1,745
-0.8% -$21.2K 1.76% 22
2018
Q1 		$2.69M Buy
213,553
+133,245
+166% +$1.72M 2.3% 18
2017
Q4 		$1.11M Buy
80,308
+64,027
+393% +$856K 0.85% 35
2017
Q3 		$220K Buy
+16,281
New +$208K 0.19% 61

Other funds holding LMB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $60.9M AUM 2.64% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arbor Wealth Management's LMB Position: Q1 2019 in Review

Arbor Wealth Management sold out of Limbach Holdings (LMB) in Q1 2019, closing a stake of 64 shares.

Arbor Wealth Management first reported a position in LMB in Q3 2017 and held it in 6 quarters. The position peaked at $2.69M in Q1 2018. 20 funds tracked by Wall St. Rank hold LMB as of Q1 2019.

  • Arbor Wealth Management reported no remaining Limbach Holdings position as of Q1 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 64 Limbach Holdings shares in Q1 2019.
  • Arbor Wealth Management first reported a position in Limbach Holdings in Q3 2017 and held it in 6 quarters.
  • Arbor Wealth Management's Limbach Holdings position peaked at $2.69M in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2019.

Based on Arbor Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.