MHS
LDL

M Holdings Securities’s Lydall, Inc. LDL Stock Holding History

M Holdings Securities’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
2014
Q3 		– Sell
-7,494
Closed -$205K – 539
2014
Q2 		$205K Buy
+7,494
New +$192K 0.13% 174
2014
Q1 		– Sell
-18,025
Closed -$318K – 199
2013
Q4 		$318K Buy
+18,025
New +$311K 0.23% 115

Other funds holding LDL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M Holdings Securities's LDL Position: Q3 2014 in Review

M Holdings Securities sold out of Lydall, Inc. (LDL) in Q3 2014, closing a stake of 7,494 shares — an estimated $205K sold.

M Holdings Securities first reported a position in LDL in Q4 2013 and held it in 2 quarters. The position peaked at $318K in Q4 2013. 120 funds tracked by Wall St. Rank hold LDL as of Q3 2014.

  • M Holdings Securities reported no remaining Lydall, Inc. position as of Q3 2014 after selling out during the quarter.
  • M Holdings Securities sold 7,494 Lydall, Inc. shares in Q3 2014, an estimated $205K.
  • M Holdings Securities first reported a position in Lydall, Inc. in Q4 2013 and held it in 2 quarters.
  • M Holdings Securities's Lydall, Inc. position peaked at $318K in Q4 2013.
  • 120 funds tracked by Wall St. Rank held Lydall, Inc. as of Q3 2014.

Based on M Holdings Securities's 13F filing for Q3 2014, filed 17 Nov 2014.