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Fortis Advisors’s LifeVantage LFVN Stock Holding History

Fortis Advisors’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-28,000
Closed -$178K – 313
2018
Q2 		$178K Hold
28,000
– – 0.1% 83
2018
Q1 		$101K Hold
28,000
– – 0.06% 136
2017
Q4 		$133K Buy
28,000
+1,418
+5% +$7.44K 0.08% 102
2017
Q3 		$112K Buy
+26,582
New +$104K 0.08% 104

Other funds holding LFVN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fortis Advisors's LFVN Position: Q3 2018 in Review

Fortis Advisors sold out of LifeVantage (LFVN) in Q3 2018, closing a stake of 28,000 shares — an estimated $178K sold.

Fortis Advisors first reported a position in LFVN in Q3 2017 and held it in 4 quarters. The position peaked at $178K in Q2 2018. 64 funds tracked by Wall St. Rank hold LFVN as of Q3 2018.

  • Fortis Advisors reported no remaining LifeVantage position as of Q3 2018 after selling out during the quarter.
  • Fortis Advisors sold 28,000 LifeVantage shares in Q3 2018, an estimated $178K.
  • Fortis Advisors first reported a position in LifeVantage in Q3 2017 and held it in 4 quarters.
  • Fortis Advisors's LifeVantage position peaked at $178K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held LifeVantage as of Q3 2018.

Based on Fortis Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.