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Institutional & Family Asset Management’s Lightbridge LTBR Stock Holding History

Institutional & Family Asset Management’s Portfolio LTBR Stock Details LTBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$3K – 858
2018
Q3 		$3K Sell
250
-300
-55% -$3.43K ﹤0.01% 689
2018
Q2 		$7K Buy
550
+258
+88% +$3.4K ﹤0.01% 572
2018
Q1 		$4K Buy
+292
New +$5.55K ﹤0.01% 623

Other funds holding LTBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's LTBR Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Lightbridge (LTBR) in Q4 2018, closing a stake of 250 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in LTBR in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 22 funds tracked by Wall St. Rank hold LTBR as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Lightbridge position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 250 Lightbridge shares in Q4 2018, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Lightbridge in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Lightbridge position peaked at $7K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Lightbridge as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.