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Klingman & Associates’s Lightbridge LTBR Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-55
Closed -$1K – 222
2016
Q3 		$1K Hold
55
– – ﹤0.01% 359
2016
Q2 		$2K Hold
55
– – ﹤0.01% 358
2016
Q1 		$2K Hold
55
– – ﹤0.01% 363
2015
Q4 		$3K Hold
55
– – ﹤0.01% 357
2015
Q3 		$2K Hold
55
– – ﹤0.01% 395
2015
Q2 		$4K Hold
55
– – ﹤0.01% 357
2015
Q1 		$4K Hold
55
– – ﹤0.01% 326
2014
Q4 		$5K Buy
+55
New +$6.5K ﹤0.01% 318

Other funds holding LTBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates's LTBR Position: Q4 2016 in Review

Klingman & Associates sold out of Lightbridge (LTBR) in Q4 2016, closing a stake of 55 shares — an estimated $1K sold.

Klingman & Associates first reported a position in LTBR in Q4 2014 and held it in 8 quarters. The position peaked at $5K in Q4 2014. 17 funds tracked by Wall St. Rank hold LTBR as of Q4 2016.

  • Klingman & Associates reported no remaining Lightbridge position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 55 Lightbridge shares in Q4 2016, an estimated $1K.
  • Klingman & Associates first reported a position in Lightbridge in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's Lightbridge position peaked at $5K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Lightbridge as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.