LIA
VOLV

LS Investment Advisors’s VOLVO A B ADR-B VOLV Stock Holding History

LS Investment Advisors’s Portfolio VOLV Stock Details VOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-670
Closed -$9K – 1009
2013
Q4 		$9K Buy
+670
New +$9K ﹤0.01% 893
2013
Q3 		– Sell
-670
Closed -$9K – 879
2013
Q2 		$9K Buy
+670
New +$9K ﹤0.01% 724

Other funds holding VOLV

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
SAS
Spectrum Advisory Services Atlanta, Georgia $255M AUM 4.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

LS Investment Advisors's VOLV Position: Q1 2014 in Review

LS Investment Advisors sold out of VOLVO A B ADR-B (VOLV) in Q1 2014, closing a stake of 670 shares — an estimated $9K sold.

LS Investment Advisors first reported a position in VOLV in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q4 2013. 11 funds tracked by Wall St. Rank hold VOLV as of Q1 2014.

  • LS Investment Advisors reported no remaining VOLVO A B ADR-B position as of Q1 2014 after selling out during the quarter.
  • LS Investment Advisors sold 670 VOLVO A B ADR-B shares in Q1 2014, an estimated $9K.
  • LS Investment Advisors first reported a position in VOLVO A B ADR-B in Q2 2013 and held it in 2 quarters.
  • LS Investment Advisors's VOLVO A B ADR-B position peaked at $9K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held VOLVO A B ADR-B as of Q1 2014.

Based on LS Investment Advisors's 13F filing for Q1 2014, filed 5 May 2014.