LI
LSBG

LMCG Investments’s Lake Sunapee Bank Group LSBG Stock Holding History

LMCG Investments’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,999
Closed -$198K – 495
2013
Q4 		$198K Buy
+12,999
New +$191K ﹤0.01% 464

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

LMCG Investments's LSBG Position: Q1 2014 in Review

LMCG Investments sold out of Lake Sunapee Bank Group (LSBG) in Q1 2014, closing a stake of 12,999 shares — an estimated $198K sold.

LMCG Investments first reported a position in LSBG in Q4 2013 and held it in 1 quarter. The position peaked at $198K in Q4 2013. 32 funds tracked by Wall St. Rank hold LSBG as of Q1 2014.

  • LMCG Investments reported no remaining Lake Sunapee Bank Group position as of Q1 2014 after selling out during the quarter.
  • LMCG Investments sold 12,999 Lake Sunapee Bank Group shares in Q1 2014, an estimated $198K.
  • LMCG Investments first reported a position in Lake Sunapee Bank Group in Q4 2013 and held it in 1 quarter.
  • LMCG Investments's Lake Sunapee Bank Group position peaked at $198K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q1 2014.

Based on LMCG Investments's 13F filing for Q1 2014, filed 12 May 2014.