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Lee Financial’s Limbach Holdings LMB Stock Holding History

Lee Financial’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$1K – 490
2017
Q3 		$1K Buy
+100
New +$1.27K ﹤0.01% 463

Other funds holding LMB

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $60.9M AUM 2.64% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Lee Financial's LMB Position: Q4 2017 in Review

Lee Financial sold out of Limbach Holdings (LMB) in Q4 2017, closing a stake of 100 shares — an estimated $1K sold.

Lee Financial first reported a position in LMB in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 22 funds tracked by Wall St. Rank hold LMB as of Q4 2017.

  • Lee Financial reported no remaining Limbach Holdings position as of Q4 2017 after selling out during the quarter.
  • Lee Financial sold 100 Limbach Holdings shares in Q4 2017, an estimated $1K.
  • Lee Financial first reported a position in Limbach Holdings in Q3 2017 and held it in 1 quarter.
  • Lee Financial's Limbach Holdings position peaked at $1K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.