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Institute for Wealth Management’s Limoneira LMNR Stock Holding History

Institute for Wealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,360
Closed -$401K – 310
2018
Q3 		$401K Hold
15,360
– – 0.14% 178
2018
Q2 		$378K Hold
15,360
– – 0.12% 183
2018
Q1 		$358K Buy
+15,360
New +$331K 0.11% 220
2017
Q4 		– Sell
-15,360
Closed -$356K – 409
2017
Q3 		$356K Buy
+15,360
New +$342K 0.12% 213

Other funds holding LMNR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Institute for Wealth Management's LMNR Position: Q4 2018 in Review

Institute for Wealth Management sold out of Limoneira (LMNR) in Q4 2018, closing a stake of 15,360 shares — an estimated $401K sold.

Institute for Wealth Management first reported a position in LMNR in Q3 2017 and held it in 4 quarters. The position peaked at $401K in Q3 2018. 80 funds tracked by Wall St. Rank hold LMNR as of Q4 2018.

  • Institute for Wealth Management reported no remaining Limoneira position as of Q4 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 15,360 Limoneira shares in Q4 2018, an estimated $401K.
  • Institute for Wealth Management first reported a position in Limoneira in Q3 2017 and held it in 4 quarters.
  • Institute for Wealth Management's Limoneira position peaked at $401K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Limoneira as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.