BWM
LCI

BerganKDV Wealth Management’s Lannett Company, Inc. LCI Stock Holding History

BerganKDV Wealth Management’s Portfolio LCI Stock Details LCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$4K – 724
2018
Q3 		$4K Buy
+225
New +$8.57K ﹤0.01% 555

Other funds holding LCI

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's LCI Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of Lannett Company, Inc. (LCI) in Q4 2018, closing a stake of 225 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in LCI in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 141 funds tracked by Wall St. Rank hold LCI as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining Lannett Company, Inc. position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 225 Lannett Company, Inc. shares in Q4 2018, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Lannett Company, Inc. in Q3 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Lannett Company, Inc. position peaked at $4K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Lannett Company, Inc. as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.