Avalon Investment & Advisory’s Landmark Infrastructure Partners LP Common Units LMRK Stock Holding History

Avalon Investment & Advisory’s Portfolio LMRK Stock Details LMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-53,772	Closed	-$906K	–	334
2019 Q2	$906K	Sell	53,772 -66,394	-55%	-$1.05M	0.02%	247
2019 Q1	$2.04M	Buy	120,166 +72,676	+153%	+$1.06M	0.05%	214
2018 Q4	$548K	Hold	47,490	–	–	0.01%	262
2018 Q3	$658K	Hold	47,490	–	–	0.02%	281
2018 Q2	$658K	Hold	47,490	–	–	0.02%	286
2018 Q1	$791K	Hold	47,490	–	–	0.02%	277
2017 Q4	$860K	Buy	+47,490	New	+$827K	0.03%	270

Other funds holding LMRK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Avalon Investment & Advisory's LMRK Position: Q3 2019 in Review

Avalon Investment & Advisory sold out of Landmark Infrastructure Partners LP Common Units (LMRK) in Q3 2019, closing a stake of 53,772 shares — an estimated $906K sold.

Avalon Investment & Advisory first reported a position in LMRK in Q4 2017 and held it in 7 quarters. The position peaked at $2.04M in Q1 2019. 63 funds tracked by Wall St. Rank hold LMRK as of Q3 2019.

Avalon Investment & Advisory reported no remaining Landmark Infrastructure Partners LP Common Units position as of Q3 2019 after selling out during the quarter.
Avalon Investment & Advisory sold 53,772 Landmark Infrastructure Partners LP Common Units shares in Q3 2019, an estimated $906K.
Avalon Investment & Advisory first reported a position in Landmark Infrastructure Partners LP Common Units in Q4 2017 and held it in 7 quarters.
Avalon Investment & Advisory's Landmark Infrastructure Partners LP Common Units position peaked at $2.04M in Q1 2019.
63 funds tracked by Wall St. Rank held Landmark Infrastructure Partners LP Common Units as of Q3 2019.

Based on Avalon Investment & Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.