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Frontier Wealth Management’s Lincoln Electric LECO Stock Holding History

Frontier Wealth Management’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,174
Closed -$261K – 407
2016
Q3 		$261K Hold
4,174
– – 0.04% 300
2016
Q2 		$247K Hold
4,174
– – 0.04% 297
2016
Q1 		$244K Hold
4,174
– – 0.02% 289
2015
Q4 		$217K Hold
4,174
– – 0.03% 301
2015
Q3 		$219K Hold
4,174
– – 0.03% 294
2015
Q2 		$254K Buy
+4,174
New +$277K 0.04% 282

Other funds holding LECO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Frontier Wealth Management's LECO Position: Q4 2016 in Review

Frontier Wealth Management sold out of Lincoln Electric (LECO) in Q4 2016, closing a stake of 4,174 shares — an estimated $261K sold.

Frontier Wealth Management first reported a position in LECO in Q2 2015 and held it in 6 quarters. The position peaked at $261K in Q3 2016. 273 funds tracked by Wall St. Rank hold LECO as of Q4 2016.

  • Frontier Wealth Management reported no remaining Lincoln Electric position as of Q4 2016 after selling out during the quarter.
  • Frontier Wealth Management sold 4,174 Lincoln Electric shares in Q4 2016, an estimated $261K.
  • Frontier Wealth Management first reported a position in Lincoln Electric in Q2 2015 and held it in 6 quarters.
  • Frontier Wealth Management's Lincoln Electric position peaked at $261K in Q3 2016.
  • 273 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2016.

Based on Frontier Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.