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Arbor Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Arbor Wealth Management’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,655
Closed -$26K – 241
2019
Q1 		$26K Hold
1,655
– – 0.02% 99
2018
Q4 		$24K Buy
+1,655
New +$24.7K 0.02% 94

Other funds holding USLM

Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arbor Wealth Management's USLM Position: Q2 2019 in Review

Arbor Wealth Management sold out of United States Lime & Minerals (USLM) in Q2 2019, closing a stake of 1,655 shares — an estimated $26K sold.

Arbor Wealth Management first reported a position in USLM in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q1 2019. 56 funds tracked by Wall St. Rank hold USLM as of Q2 2019.

  • Arbor Wealth Management reported no remaining United States Lime & Minerals position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 1,655 United States Lime & Minerals shares in Q2 2019, an estimated $26K.
  • Arbor Wealth Management first reported a position in United States Lime & Minerals in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's United States Lime & Minerals position peaked at $26K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.