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Carroll Financial Associates’s Lifecore Biomedical LFCR Stock Holding History

Carroll Financial Associates’s Portfolio LFCR Stock Details LFCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$1K – 1622
2019
Q2 		$1K Hold
200
– – ﹤0.01% 1473
2019
Q1 		$2K Buy
+200
New +$2.44K ﹤0.01% 1252

Other funds holding LFCR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Carroll Financial Associates's LFCR Position: Q3 2019 in Review

Carroll Financial Associates sold out of Lifecore Biomedical (LFCR) in Q3 2019, closing a stake of 200 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in LFCR in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 104 funds tracked by Wall St. Rank hold LFCR as of Q3 2019.

  • Carroll Financial Associates reported no remaining Lifecore Biomedical position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 200 Lifecore Biomedical shares in Q3 2019, an estimated $1K.
  • Carroll Financial Associates first reported a position in Lifecore Biomedical in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Lifecore Biomedical position peaked at $2K in Q1 2019.
  • 104 funds tracked by Wall St. Rank held Lifecore Biomedical as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.