CRC
LDL

Curi RMB Capital’s Lydall, Inc. LDL Stock Holding History

Curi RMB Capital’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
2015
Q1 		– Sell
-25,315
Closed -$831K – 532
2014
Q4 		$831K Sell
25,315
-104,845
-81% -$3.03M 0.05% 309
2014
Q3 		$3.52M Sell
130,160
-8,467
-6% -$234K 0.21% 114
2014
Q2 		$3.79M Buy
138,627
+55,808
+67% +$1.43M 0.24% 95
2014
Q1 		$1.89M Buy
+82,819
New +$1.61M 0.13% 175

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Curi RMB Capital's LDL Position: Q1 2015 in Review

Curi RMB Capital sold out of Lydall, Inc. (LDL) in Q1 2015, closing a stake of 25,315 shares — an estimated $831K sold.

Curi RMB Capital first reported a position in LDL in Q1 2014 and held it in 4 quarters. The position peaked at $3.79M in Q2 2014. 129 funds tracked by Wall St. Rank hold LDL as of Q1 2015.

  • Curi RMB Capital reported no remaining Lydall, Inc. position as of Q1 2015 after selling out during the quarter.
  • Curi RMB Capital sold 25,315 Lydall, Inc. shares in Q1 2015, an estimated $831K.
  • Curi RMB Capital first reported a position in Lydall, Inc. in Q1 2014 and held it in 4 quarters.
  • Curi RMB Capital's Lydall, Inc. position peaked at $3.79M in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Lydall, Inc. as of Q1 2015.

Based on Curi RMB Capital's 13F filing for Q1 2015, filed 12 May 2015.