LWM
RMD icon

Lyons Wealth Management’s ResMed RMD Stock Holding History

Lyons Wealth Management’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20,107
Closed -$1.01M – 84
2014
Q2 		$1.01M Buy
20,107
+4,196
+26% +$208K 0.91% 22
2014
Q1 		$713K Buy
+15,911
New +$715K 0.62% 34

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lyons Wealth Management's RMD Position: Q3 2014 in Review

Lyons Wealth Management sold out of ResMed (RMD) in Q3 2014, closing a stake of 20,107 shares — an estimated $1.01M sold.

Lyons Wealth Management first reported a position in RMD in Q1 2014 and held it in 2 quarters. The position peaked at $1.01M in Q2 2014. 300 funds tracked by Wall St. Rank hold RMD as of Q3 2014.

  • Lyons Wealth Management reported no remaining ResMed position as of Q3 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 20,107 ResMed shares in Q3 2014, an estimated $1.01M.
  • Lyons Wealth Management first reported a position in ResMed in Q1 2014 and held it in 2 quarters.
  • Lyons Wealth Management's ResMed position peaked at $1.01M in Q2 2014.
  • 300 funds tracked by Wall St. Rank held ResMed as of Q3 2014.

Based on Lyons Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.