CFGS
LDL

Concourse Financial Group Securities’s Lydall, Inc. LDL Stock Holding History

Concourse Financial Group Securities’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
2019
Q3 		– Sell
-30
Closed -$641 – 2243
2019
Q2 		$1K Sell
30
-153
-84% -$3.33K ﹤0.01% 2175
2019
Q1 		$4K Buy
183
+30
+20% +$759 ﹤0.01% 1868
2018
Q4 		$3K Hold
153
– – ﹤0.01% 1867
2018
Q3 		$7K Buy
+153
New +$6.61K ﹤0.01% 1307

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concourse Financial Group Securities's LDL Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Lydall, Inc. (LDL) in Q3 2019, closing a stake of 30 shares — an estimated $641 sold.

Concourse Financial Group Securities first reported a position in LDL in Q3 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 135 funds tracked by Wall St. Rank hold LDL as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Lydall, Inc. position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 30 Lydall, Inc. shares in Q3 2019, an estimated $641.
  • Concourse Financial Group Securities first reported a position in Lydall, Inc. in Q3 2018 and held it in 4 quarters.
  • Concourse Financial Group Securities's Lydall, Inc. position peaked at $7K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.