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Concert Wealth Management’s Limoneira LMNR Stock Holding History

Concert Wealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,360
Closed -$229K – 698
2015
Q4 		$229K Buy
+15,360
New +$248K 0.03% 558

Other funds holding LMNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Concert Wealth Management's LMNR Position: Q1 2016 in Review

Concert Wealth Management sold out of Limoneira (LMNR) in Q1 2016, closing a stake of 15,360 shares — an estimated $229K sold.

Concert Wealth Management first reported a position in LMNR in Q4 2015 and held it in 1 quarter. The position peaked at $229K in Q4 2015. 59 funds tracked by Wall St. Rank hold LMNR as of Q1 2016.

  • Concert Wealth Management reported no remaining Limoneira position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 15,360 Limoneira shares in Q1 2016, an estimated $229K.
  • Concert Wealth Management first reported a position in Limoneira in Q4 2015 and held it in 1 quarter.
  • Concert Wealth Management's Limoneira position peaked at $229K in Q4 2015.
  • 59 funds tracked by Wall St. Rank held Limoneira as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.