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Juncture Wealth Strategies’s Lam Research LRCX Stock Holding History

Juncture Wealth Strategies’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-146,710
Closed -$1.17M – 77
2015
Q4 		$1.17M Buy
146,710
+14,200
+11% +$107K 0.87% 24
2015
Q3 		$866K Buy
132,510
+42,940
+48% +$315K 0.7% 31
2015
Q2 		$729K Sell
89,570
-3,100
-3% -$24.3K 0.59% 39
2015
Q1 		$651K Sell
92,670
-87,470
-49% -$692K 0.53% 45
2014
Q4 		$1.43M Buy
+180,140
New +$1.4M 0.69% 39

Other funds holding LRCX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Juncture Wealth Strategies's LRCX Position: Q1 2016 in Review

Juncture Wealth Strategies sold out of Lam Research (LRCX) in Q1 2016, closing a stake of 146,710 shares — an estimated $1.17M sold.

Juncture Wealth Strategies first reported a position in LRCX in Q4 2014 and held it in 5 quarters. The position peaked at $1.43M in Q4 2014. 559 funds tracked by Wall St. Rank hold LRCX as of Q1 2016.

  • Juncture Wealth Strategies reported no remaining Lam Research position as of Q1 2016 after selling out during the quarter.
  • Juncture Wealth Strategies sold 146,710 Lam Research shares in Q1 2016, an estimated $1.17M.
  • Juncture Wealth Strategies first reported a position in Lam Research in Q4 2014 and held it in 5 quarters.
  • Juncture Wealth Strategies's Lam Research position peaked at $1.43M in Q4 2014.
  • 559 funds tracked by Wall St. Rank held Lam Research as of Q1 2016.

Based on Juncture Wealth Strategies's 13F filing for Q1 2016, filed 11 Apr 2016.