ERIM
LLTC

Eagle Ridge Investment Management’s Linear Technology Corp LLTC Stock Holding History

Eagle Ridge Investment Management’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,500
Closed -$343K – 148
2016
Q4 		$343K Hold
5,500
– – 0.07% 105
2016
Q3 		$326K Hold
5,500
– – 0.07% 103
2016
Q2 		$256K Hold
5,500
– – 0.06% 117
2016
Q1 		$245K Hold
5,500
– – 0.06% 111
2015
Q4 		$234K Hold
5,500
– – 0.06% 113
2015
Q3 		$222K Buy
+5,500
New +$225K 0.06% 106

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Eagle Ridge Investment Management's LLTC Position: Q1 2017 in Review

Eagle Ridge Investment Management sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 5,500 shares — an estimated $343K sold.

Eagle Ridge Investment Management first reported a position in LLTC in Q3 2015 and held it in 6 quarters. The position peaked at $343K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • Eagle Ridge Investment Management reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 5,500 Linear Technology Corp shares in Q1 2017, an estimated $343K.
  • Eagle Ridge Investment Management first reported a position in Linear Technology Corp in Q3 2015 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Linear Technology Corp position peaked at $343K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2017, filed 2 May 2017.