BA
LMFA

Bard Associates’s LM Funding America LMFA Stock Holding History

Bard Associates’s Portfolio LMFA Stock Details LMFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2
Closed -$8K – 172
2018
Q3 		$8K Hold
2
– – ﹤0.01% 169
2018
Q2 		$7K Hold
2
– – ﹤0.01% 175
2018
Q1 		$13K Sell
2
-1
-33% -$10.6K 0.01% 172
2017
Q4 		$40K Sell
3
-18
-86% -$303K 0.02% 166
2017
Q3 		$273K Hold
21
– – 0.13% 139
2017
Q2 		$650K Buy
21
+1
+5% +$31.5K 0.29% 106
2017
Q1 		$628K Sell
20
-1
-5% -$31.3K 0.29% 106
2016
Q4 		$629K Hold
21
– – 0.29% 100
2016
Q3 		$1.25M Hold
21
– – 0.61% 66
2016
Q2 		$1.27M Hold
21
– – 0.67% 59
2016
Q1 		$1.27M Buy
21
+1
+5% +$63.9K 0.73% 50
2015
Q4 		$1.35M Buy
+20
New +$1.38M 0.79% 46

Other funds holding LMFA

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bard Associates's LMFA Position: Q4 2018 in Review

Bard Associates sold out of LM Funding America (LMFA) in Q4 2018, closing a stake of 2 shares — an estimated $8K sold.

Bard Associates first reported a position in LMFA in Q4 2015 and held it in 12 quarters. The position peaked at $1.35M in Q4 2015. 5 funds tracked by Wall St. Rank hold LMFA as of Q4 2018.

  • Bard Associates reported no remaining LM Funding America position as of Q4 2018 after selling out during the quarter.
  • Bard Associates sold 2 LM Funding America shares in Q4 2018, an estimated $8K.
  • Bard Associates first reported a position in LM Funding America in Q4 2015 and held it in 12 quarters.
  • Bard Associates's LM Funding America position peaked at $1.35M in Q4 2015.
  • 5 funds tracked by Wall St. Rank held LM Funding America as of Q4 2018.

Based on Bard Associates's 13F filing for Q4 2018, filed 13 Feb 2019.