CFA
LGF

Carroll Financial Associates’s Lions Gate Entertainment LGF Stock Holding History

Carroll Financial Associates’s Portfolio LGF Stock Details LGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,022
Closed -$40K – 1270
2016
Q3 		$40K Hold
2,022
– – 0.01% 502
2016
Q2 		$40K Hold
2,022
– – 0.01% 487
2016
Q1 		$44K Buy
2,022
+1,900
+1,557% +$45.3K 0.01% 455
2015
Q4 		$3K Hold
122
– – ﹤0.01% 975
2015
Q3 		$4K Buy
+122
New +$4.61K ﹤0.01% 907

Other funds holding LGF

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Carroll Financial Associates's LGF Position: Q4 2016 in Review

Carroll Financial Associates sold out of Lions Gate Entertainment (LGF) in Q4 2016, closing a stake of 2,022 shares — an estimated $40K sold.

Carroll Financial Associates first reported a position in LGF in Q3 2015 and held it in 5 quarters. The position peaked at $44K in Q1 2016. 3 funds tracked by Wall St. Rank hold LGF as of Q4 2016.

  • Carroll Financial Associates reported no remaining Lions Gate Entertainment position as of Q4 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 2,022 Lions Gate Entertainment shares in Q4 2016, an estimated $40K.
  • Carroll Financial Associates first reported a position in Lions Gate Entertainment in Q3 2015 and held it in 5 quarters.
  • Carroll Financial Associates's Lions Gate Entertainment position peaked at $44K in Q1 2016.
  • 3 funds tracked by Wall St. Rank held Lions Gate Entertainment as of Q4 2016.

Based on Carroll Financial Associates's 13F filing for Q4 2016, filed 11 Jan 2017.