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Lionsbridge Wealth Management’s Douglas Emmett DEI Stock Holding History

Lionsbridge Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-27
Closed -$1K – 92
2019
Q4 		$1K Buy
+27
New +$1.17K ﹤0.01% 202

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BAMCO Inc
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Renaissance Technologies
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Lionsbridge Wealth Management's DEI Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Douglas Emmett (DEI) in Q1 2020, closing a stake of 27 shares — an estimated $1K sold.

Lionsbridge Wealth Management first reported a position in DEI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 274 funds tracked by Wall St. Rank hold DEI as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Douglas Emmett position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 27 Douglas Emmett shares in Q1 2020, an estimated $1K.
  • Lionsbridge Wealth Management first reported a position in Douglas Emmett in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Douglas Emmett position peaked at $1K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.