LA
LDL

Lucus Advisors’s Lydall, Inc. LDL Stock Holding History

Lucus Advisors’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-18,476
Closed -$546K – 387
2015
Q2 		$546K Buy
18,476
+1,521
+9% +$44K 0.26% 16
2015
Q1 		$538K Buy
16,955
+171
+1% +$5.22K 0.27% 78
2014
Q4 		$551K Buy
+16,784
New +$485K 0.25% 19

Other funds holding LDL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Lucus Advisors's LDL Position: Q3 2015 in Review

Lucus Advisors sold out of Lydall, Inc. (LDL) in Q3 2015, closing a stake of 18,476 shares — an estimated $546K sold.

Lucus Advisors first reported a position in LDL in Q4 2014 and held it in 3 quarters. The position peaked at $551K in Q4 2014. 126 funds tracked by Wall St. Rank hold LDL as of Q3 2015.

  • Lucus Advisors reported no remaining Lydall, Inc. position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 18,476 Lydall, Inc. shares in Q3 2015, an estimated $546K.
  • Lucus Advisors first reported a position in Lydall, Inc. in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Lydall, Inc. position peaked at $551K in Q4 2014.
  • 126 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.