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M Holdings Securities’s Limoneira LMNR Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,000
Closed -$51K – 325
2014
Q3 		$51K Buy
+1,000
New +$23K 0.03% 377

Other funds holding LMNR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
OCM
Otter Creek Management West Palm Beach, Florida $108M AUM 3.17% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's LMNR Position: Q4 2014 in Review

M Holdings Securities sold out of Limoneira (LMNR) in Q4 2014, closing a stake of 1,000 shares — an estimated $51K sold.

M Holdings Securities first reported a position in LMNR in Q3 2014 and held it in 1 quarter. The position peaked at $51K in Q3 2014. 69 funds tracked by Wall St. Rank hold LMNR as of Q4 2014.

  • M Holdings Securities reported no remaining Limoneira position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,000 Limoneira shares in Q4 2014, an estimated $51K.
  • M Holdings Securities first reported a position in Limoneira in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Limoneira position peaked at $51K in Q3 2014.
  • 69 funds tracked by Wall St. Rank held Limoneira as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.