LCP
IVC

Lombardia Capital Partners’s Invacare Corporation IVC Stock Holding History

Lombardia Capital Partners’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40,247
Closed -$450K – 134
2016
Q3 		$450K Sell
40,247
-218
-0.5% -$2.62K 0.03% 158
2016
Q2 		$491K Buy
+40,465
New +$477K 0.03% 168

Other funds holding IVC

DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lombardia Capital Partners's IVC Position: Q4 2016 in Review

Lombardia Capital Partners sold out of Invacare Corporation (IVC) in Q4 2016, closing a stake of 40,247 shares — an estimated $450K sold.

Lombardia Capital Partners first reported a position in IVC in Q2 2016 and held it in 2 quarters. The position peaked at $491K in Q2 2016. 128 funds tracked by Wall St. Rank hold IVC as of Q4 2016.

  • Lombardia Capital Partners reported no remaining Invacare Corporation position as of Q4 2016 after selling out during the quarter.
  • Lombardia Capital Partners sold 40,247 Invacare Corporation shares in Q4 2016, an estimated $450K.
  • Lombardia Capital Partners first reported a position in Invacare Corporation in Q2 2016 and held it in 2 quarters.
  • Lombardia Capital Partners's Invacare Corporation position peaked at $491K in Q2 2016.
  • 128 funds tracked by Wall St. Rank held Invacare Corporation as of Q4 2016.

Based on Lombardia Capital Partners's 13F filing for Q4 2016, filed 10 Feb 2017.