APSP
LBY

Asset Planning Services (Pennsylvania)’s Libbey, Inc. LBY Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio LBY Stock Details LBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$6K – 310
2016
Q4 		$6K Buy
300
+100
+50% +$1.81K ﹤0.01% 230
2016
Q3 		$4K Buy
200
+100
+100% +$1.75K ﹤0.01% 239
2016
Q2 		$2K Buy
+100
New +$1.72K ﹤0.01% 276

Other funds holding LBY

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s LBY Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Libbey, Inc. (LBY) in Q1 2017, closing a stake of 300 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in LBY in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q4 2016. 95 funds tracked by Wall St. Rank hold LBY as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Libbey, Inc. position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 300 Libbey, Inc. shares in Q1 2017, an estimated $6K.
  • Asset Planning Services (Pennsylvania) first reported a position in Libbey, Inc. in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Libbey, Inc. position peaked at $6K in Q4 2016.
  • 95 funds tracked by Wall St. Rank held Libbey, Inc. as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.