JIR
LBY

James Investment Research’s Libbey, Inc. LBY Stock Holding History

James Investment Research’s Portfolio LBY Stock Details LBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-41,801
Closed -$878K – 564
2013
Q4 		$878K Buy
41,801
+8,100
+24% +$178K 0.03% 239
2013
Q3 		$801K Buy
33,701
+16,550
+96% +$404K 0.03% 235
2013
Q2 		$411K Buy
+17,151
New +$356K 0.02% 259

Other funds holding LBY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZCG
Zesiger Capital Group New York $59.2M AUM 3.93% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
CAD
Craig A. Drill $24.4M AUM 13.42% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

James Investment Research's LBY Position: Q1 2014 in Review

James Investment Research sold out of Libbey, Inc. (LBY) in Q1 2014, closing a stake of 41,801 shares — an estimated $878K sold.

James Investment Research first reported a position in LBY in Q2 2013 and held it in 3 quarters. The position peaked at $878K in Q4 2013. 113 funds tracked by Wall St. Rank hold LBY as of Q1 2014.

  • James Investment Research reported no remaining Libbey, Inc. position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 41,801 Libbey, Inc. shares in Q1 2014, an estimated $878K.
  • James Investment Research first reported a position in Libbey, Inc. in Q2 2013 and held it in 3 quarters.
  • James Investment Research's Libbey, Inc. position peaked at $878K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held Libbey, Inc. as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.