BHWM
LSBG

Bar Harbor Wealth Management’s Lake Sunapee Bank Group LSBG Stock Holding History

Bar Harbor Wealth Management’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-164,852
Closed -$3.89M – 364
2016
Q4 		$3.89M Buy
164,852
+28,433
+21% +$583K 0.43% 49
2016
Q3 		$2.46M Buy
136,419
+8,305
+6% +$149K 0.28% 77
2016
Q2 		$2.19M Sell
128,114
-100
-0.1% -$1.56K 0.25% 84
2016
Q1 		$1.79M Buy
128,214
+2,337
+2% +$32.8K 0.22% 88
2015
Q4 		$1.77M Buy
125,877
+510
+0.4% +$7.22K 0.22% 86
2015
Q3 		$1.82M Sell
125,367
-6,713
-5% -$98.8K 0.24% 87
2015
Q2 		$1.91M Sell
132,080
-858
-0.6% -$13.2K 0.23% 90
2015
Q1 		$2.07M Buy
132,938
+8,238
+7% +$126K 0.25% 87
2014
Q4 		$1.95M Buy
124,700
+9,123
+8% +$142K 0.24% 89
2014
Q3 		$1.8M Sell
115,577
-1,368
-1% -$20.6K 0.23% 91
2014
Q2 		$1.78M Buy
116,945
+6,715
+6% +$98.9K 0.22% 92
2014
Q1 		$1.63M Hold
110,230
– – 0.21% 91
2013
Q4 		$1.68M Sell
110,230
-400
-0.4% -$5.89K 0.22% 91
2013
Q3 		$1.5M Hold
110,630
– – 0.21% 93
2013
Q2 		$1.58M Buy
+110,630
New +$1.47M 0.23% 91

Bar Harbor Wealth Management's LSBG Position: Q1 2017 in Review

Bar Harbor Wealth Management sold out of Lake Sunapee Bank Group (LSBG) in Q1 2017, closing a stake of 164,852 shares — an estimated $3.89M sold.

Bar Harbor Wealth Management first reported a position in LSBG in Q2 2013 and held it in 15 quarters. The position peaked at $3.89M in Q4 2016. 0 funds tracked by Wall St. Rank hold LSBG as of Q1 2017.

  • Bar Harbor Wealth Management reported no remaining Lake Sunapee Bank Group position as of Q1 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 164,852 Lake Sunapee Bank Group shares in Q1 2017, an estimated $3.89M.
  • Bar Harbor Wealth Management first reported a position in Lake Sunapee Bank Group in Q2 2013 and held it in 15 quarters.
  • Bar Harbor Wealth Management's Lake Sunapee Bank Group position peaked at $3.89M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q1 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2017, filed 7 Apr 2017.