MWR
LSBG

McAdams Wright Ragen’s Lake Sunapee Bank Group LSBG Stock Holding History

McAdams Wright Ragen’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$217K Hold
13,985
– – 0.01% 378
2014
Q2 		$212K Hold
13,985
– – 0.01% 362
2014
Q1 		$206K Hold
13,985
– – 0.01% 345
2013
Q4 		$213K Hold
13,985
– – 0.01% 337
2013
Q3 		$189K Hold
13,985
– – 0.02% 321
2013
Q2 		$200K Buy
+13,985
New +$186K 0.02% 317

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

McAdams Wright Ragen's LSBG Position: Q3 2014 in Review

McAdams Wright Ragen held its Lake Sunapee Bank Group (LSBG) position steady in Q3 2014 at 13,985 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #378.

McAdams Wright Ragen first reported a position in LSBG in Q2 2013 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold LSBG as of Q3 2014.

  • McAdams Wright Ragen held 13,985 shares of Lake Sunapee Bank Group worth $217K as of Q3 2014.
  • McAdams Wright Ragen left its Lake Sunapee Bank Group share count unchanged in Q3 2014.
  • Lake Sunapee Bank Group made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #378 holding.
  • McAdams Wright Ragen first reported a position in Lake Sunapee Bank Group in Q2 2013 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.