CIBC Private Wealth Group
LDL

CIBC Private Wealth Group’s Lydall, Inc. LDL Stock Holding History

CIBC Private Wealth Group’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,275
Closed -$486K – 977
2018
Q3 		$486K Buy
11,275
+195
+2% +$8.42K ﹤0.01% 784
2018
Q2 		$484K Sell
11,080
-1,040
-9% -$45.5K ﹤0.01% 785
2018
Q1 		$585K Sell
12,120
-1,085
-8% -$52.1K ﹤0.01% 753
2017
Q4 		$670K Buy
13,205
+335
+3% +$18.3K ﹤0.01% 726
2017
Q3 		$737K Buy
+12,870
New +$642K ﹤0.01% 703

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's LDL Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of Lydall, Inc. (LDL) in Q4 2018, closing a stake of 11,275 shares — an estimated $486K sold.

CIBC Private Wealth Group first reported a position in LDL in Q3 2017 and held it in 5 quarters. The position peaked at $737K in Q3 2017. 138 funds tracked by Wall St. Rank hold LDL as of Q4 2018.

  • CIBC Private Wealth Group reported no remaining Lydall, Inc. position as of Q4 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 11,275 Lydall, Inc. shares in Q4 2018, an estimated $486K.
  • CIBC Private Wealth Group first reported a position in Lydall, Inc. in Q3 2017 and held it in 5 quarters.
  • CIBC Private Wealth Group's Lydall, Inc. position peaked at $737K in Q3 2017.
  • 138 funds tracked by Wall St. Rank held Lydall, Inc. as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.