Constellation Investments’s Lam Research LRCX Stock Holding History

Constellation Investments’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$628K	Buy	76,000 +1,750	+2%	+$12.7K	0.11%	189
2015 Q4	$590K	Buy	74,250 +500	+0.7%	+$3.76K	0.11%	196
2015 Q3	$482K	Hold	73,750	–	–	0.1%	234
2015 Q2	$600K	Buy	73,750 +1,000	+1%	+$7.85K	0.11%	192
2015 Q1	$511K	Buy	72,750 +1,750	+2%	+$13.8K	0.1%	232
2014 Q4	$563K	Buy	71,000 +39,750	+127%	+$308K	0.11%	203
2014 Q3	$233K	Hold	31,250	–	–	0.05%	362
2014 Q2	$211K	Buy	+31,250	New	+$187K	0.05%	384

Other funds holding LRCX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Constellation Investments's LRCX Position: Q1 2016 in Review

Constellation Investments increased its Lam Research (LRCX) stake by 2.4% in Q1 2016, buying an estimated $12.7K and bringing the position to 76,000 shares worth $628K. The position accounts for 0.11% of the portfolio, ranked #189.

Constellation Investments first reported a position in LRCX in Q2 2014 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold LRCX as of Q1 2016.

Constellation Investments held 76,000 shares of Lam Research worth $628K as of Q1 2016.
Constellation Investments bought 1,750 Lam Research shares in Q1 2016, an estimated $12.7K.
Lam Research made up 0.11% of Constellation Investments's portfolio in Q1 2016, its #189 holding.
Constellation Investments first reported a position in Lam Research in Q2 2014 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held Lam Research as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.