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Forvis Mazars Wealth Advisors’s Lineage Cell Therapeutics LCTX Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio LCTX Stock Details LCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-17,449
Closed -$51K – 192
2015
Q2 		$51K Sell
17,449
-112
-0.6% -$434 0.01% 180
2015
Q1 		$70K Buy
+17,561
New +$60.8K 0.01% 187

Other funds holding LCTX

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LCTX Position: Q3 2015 in Review

Forvis Mazars Wealth Advisors sold out of Lineage Cell Therapeutics (LCTX) in Q3 2015, closing a stake of 17,449 shares — an estimated $51K sold.

Forvis Mazars Wealth Advisors first reported a position in LCTX in Q1 2015 and held it in 2 quarters. The position peaked at $70K in Q1 2015. 74 funds tracked by Wall St. Rank hold LCTX as of Q3 2015.

  • Forvis Mazars Wealth Advisors reported no remaining Lineage Cell Therapeutics position as of Q3 2015 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 17,449 Lineage Cell Therapeutics shares in Q3 2015, an estimated $51K.
  • Forvis Mazars Wealth Advisors first reported a position in Lineage Cell Therapeutics in Q1 2015 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Lineage Cell Therapeutics position peaked at $70K in Q1 2015.
  • 74 funds tracked by Wall St. Rank held Lineage Cell Therapeutics as of Q3 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.