LWM
CBM

Liberty Wealth Management’s Cambrex Corporation CBM Stock Holding History

Liberty Wealth Management’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-109
Closed -$5K – 1027
2019
Q2 		$5K Hold
109
– – ﹤0.01% 678
2019
Q1 		$4K Hold
109
– – ﹤0.01% 578
2018
Q4 		$4K Buy
+109
New +$5.52K ﹤0.01% 615

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Liberty Wealth Management's CBM Position: Q3 2019 in Review

Liberty Wealth Management sold out of Cambrex Corporation (CBM) in Q3 2019, closing a stake of 109 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in CBM in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 201 funds tracked by Wall St. Rank hold CBM as of Q3 2019.

  • Liberty Wealth Management reported no remaining Cambrex Corporation position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 109 Cambrex Corporation shares in Q3 2019, an estimated $5K.
  • Liberty Wealth Management first reported a position in Cambrex Corporation in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Cambrex Corporation position peaked at $5K in Q2 2019.
  • 201 funds tracked by Wall St. Rank held Cambrex Corporation as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.