LPL Financial
LMNR icon

LPL Financial’s Limoneira LMNR Stock Holding History

LPL Financial’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,517
Closed -$174K – 2827
2016
Q1 		$174K Hold
11,517
– – ﹤0.01% 2827
2015
Q4 		$165K Sell
11,517
-5,754
-33% -$92.8K ﹤0.01% 2880
2015
Q3 		$285K Buy
+17,271
New +$331K ﹤0.01% 2234
2015
Q2 		– Sell
-14,118
Closed -$314K – 2910
2015
Q1 		$314K Sell
14,118
-8,848
-39% -$192K ﹤0.01% 2211
2014
Q4 		$574K Sell
22,966
-10,489
-31% -$261K ﹤0.01% 1686
2014
Q3 		$783K Sell
33,455
-100,816
-75% -$2.32M ﹤0.01% 1445
2014
Q2 		$2.95M Buy
134,271
+111,794
+497% +$2.51M 0.02% 688
2014
Q1 		$510K Buy
+22,477
New +$508K ﹤0.01% 1727

Other funds holding LMNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPL Financial's LMNR Position: Q2 2016 in Review

LPL Financial sold out of Limoneira (LMNR) in Q2 2016, closing a stake of 11,517 shares — an estimated $174K sold.

LPL Financial first reported a position in LMNR in Q1 2014 and held it in 8 quarters. The position peaked at $2.95M in Q2 2014. 58 funds tracked by Wall St. Rank hold LMNR as of Q2 2016.

  • LPL Financial reported no remaining Limoneira position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 11,517 Limoneira shares in Q2 2016, an estimated $174K.
  • LPL Financial first reported a position in Limoneira in Q1 2014 and held it in 8 quarters.
  • LPL Financial's Limoneira position peaked at $2.95M in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Limoneira as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.